SEC Form 13F

Wealth Dimensions Group, Ltd. 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$558,308,394
Positions179

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$60,373,9191,463,610
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$51,359,801882,471
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$35,290,282331,956
PROCTER & GAMBLE COPGCOM$29,903,781203,926
ISHARES TRIVVCORE S&P500 ETF$27,531,40336,763
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$26,252,432205,402
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$24,637,134155,902
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$23,060,454573,500
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$22,769,830587,003
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$19,492,334250,190

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page