13F Insight
DOSSIER · 13F-HR · Q2 2026

Wealth Dimensions Group, Ltd.

$558M in tracked AUM across 179 positions as of Q2 2026.

WD
CIK 0001846462 · last filed Jun 30, 2026
Total AUM
$558M
as of Q2 2026
Holdings
179
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wealth Dimensions Group, Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAI
DIMENSIONAL ETF TRUST
$60M1.5M10.8%02
VGSH
VANGUARD SCOTTSDALE FDS
$51M882K9.2%03
VONV
VANGUARD SCOTTSDALE FDS
$35M332K6.3%04
PG
PROCTER & GAMBLE CO
$30M204K5.4%05
IVV
ISHARES TR
$28M37K4.9%06
VONG
VANGUARD SCOTTSDALE FDS
$26M205K4.7%07
VYM
VANGUARD WHITEHALL FDS
$25M156K4.4%08
DFAE
DIMENSIONAL ETF TRUST
$23M574K4.1%09
DFSV
DIMENSIONAL ETF TRUST
$23M587K4.1%10
BSV
VANGUARD BD INDEX FDS
$19M250K3.5%

Filing history

2026Q2Jun 30
$558M▲ 9.8%
179 positionsView →2026Q1Mar 31
$508M▲ 0.9%
171 positionsView →2025Q4Dec 31
$504M▲ 3.6%
173 positionsView →2025Q3Sep 30
$486M▲ 7.2%
181 positionsView →2025Q2Jun 30
$454M▲ 8.3%
173 positionsLocked2025Q1Mar 31
$419M▲ 2.6%
161 positionsLocked2024Q4Dec 31
$408M▲ 3.4%
155 positionsLocked2024Q3Sep 30
$395M▲ 12.6%
149 positionsLocked2024Q2Jun 30
$351M▲ 3.6%
140 positionsLocked2024Q1Mar 31
$339M▲ 7.2%
143 positionsLocked2023Q4Dec 31
$316M▲ 14.6%
135 positionsLocked2023Q3Sep 30
$276M▲ 0.4%
131 positionsLocked
Showing 12 of 23