account_balance
Investment manager · 13F filer · SEC CIK 1846462
Wealth Dimensions Group, Ltd.
Reported value$590Mas of Sep 30, 2026
Positions181 9 new, 6 sold out
Top 10 weight56.9%DFAI alone is 11%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAIDimensional ETF Trust
10.7%Added +4%
VGSHVanguard Scottsdale FDS
9.2%Added +7%
VONVVanguard Scottsdale FDS
6.4%Added +4%
PGProcter & Gamble Co
5.5%Added +10%
IVViShares Tr
5.1%Added +8%
VONGVanguard Scottsdale FDS
4.6%Added +3%
VYMVanguard Whitehall FDS
4.2%
DFAEDimensional ETF Trust
3.9%Added +3%
DFSVDfa Invt Dimensions Group In
3.9%Added +5%
AAPLApple Inc.
3.3%Trimmed −5%
BSVVanguard Bd Index FDS
3.2%
DFARDfa Invt Dimensions Group In
3.1%Added +5%
DFAIDimensional ETF Trust
10.7%Added +4%
VGSHVanguard Scottsdale FDS
9.2%Added +7%
VONVVanguard Scottsdale FDS
6.4%+4%
PGProcter & Gamble Co
5.5%+10%
IVViShares Tr
5.1%+8%
VONGVanguard Scottsdale FDS
4.6%
VYMVanguard Whitehall FDS
4.2%
DFAEDimensional ETF Trust
3.9%
DFSVDfa Invt Dimensions Group In
3.9%
BSV3.2%
DFAR3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAI Dimensional ETF Trust 10.7% Added +4%
VGSH Vanguard Scottsdale FDS 9.2% Added +7%
VONV Vanguard Scottsdale FDS 6.4% Added +4%
PG Procter & Gamble Co 5.5% Added +10%IVV iShares Tr 5.1% Added +8%
VONG Vanguard Scottsdale FDS 4.6% Added +3%
VYM Vanguard Whitehall FDS 4.2% Held
DFAE Dimensional ETF Trust 3.9% Added +3%
DFSV Dfa Invt Dimensions Group In 3.9% Added +5%
AAPL Apple Inc. 3.3% Trimmed −5%BSV Vanguard Bd Index FDS 3.2% Held
DFAR Dfa Invt Dimensions Group In 3.1% Added +5%
What changed
Biggest moves since Jun 30, 2026
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