What does Wealth Dimensions Group, Ltd. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Wealth Dimensions Group, Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$55M1.4M10.9%

VANGUARD SCOTTSDALE FDS

$49M842K9.7%

VANGUARD SCOTTSDALE FDS

$31M334K6.2%

PROCTER & GAMBLE CO

$30M204K5.8%

ISHARES TR

$25M39K5.0%

VANGUARD WHITEHALL FDS

$23M155K4.5%

VANGUARD SCOTTSDALE FDS

$22M204K4.4%

DIMENSIONAL ETF TRUST

$20M581K4.0%

VANGUARD BD INDEX FDS

$20M251K3.9%

DIMENSIONAL ETF TRUST

$19M562K3.7%

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