Wealth Dimensions Group, Ltd. Purchases in Q4 2024

Wealth Dimensions Group, Ltd.

  • $408 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
66K
+ 65.74%
$41.17 - $43.34 $2.72M - $2.86M
166K $6.88M
AAPL
Apple Inc.

Technology
3.51K
+ 5.71%
$221.69 - $259.02 $777K - $908K
65K $16.3M
NVDA
Nvidia Corp

Technology
6.5K
+ 15.65%
$117.0 - $148.88 $760K - $967K
48K $6.45M
DFSV
Dimensional ETF Tr Dimensional

ETFs
32.6K
+ 9.26%
$30.18 - $33.87 $983K - $1.1M
385K $11.8M
AVGO
Broadcom Inc.

Technology
3.15K
+ 77.96%
$159.67 - $250.0 $503K - $788K
7.2K $1.67M
VGSH
Vanguard

ETFs
25.1K
+ 3.61%
$58.02 - $58.88 $1.45M - $1.48M
719K $41.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.7K
+ 5.48%
$77.02 - $78.58 $980K - $1M
245K $18.9M
GOOG
Alphabet Inc.

Communication Services
1.8K
+ 16.79%
$163.08 - $198.16 $293K - $356K
12.5K $2.38M
AMZN
Amazon Com Inc

Consumer Cyclical
86
+ 0.62%
$180.88 - $232.93 $15.6K - $20K
14.1K $3.08M
MA
Mastercard Inc

Financial Services
753
+ 73.18%
$491.3 - $536.15 $370K - $404K
1.78K $938K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.46K
+ 92.93%
$87.25 - $95.52 $389K - $426K
9.25K $817K
BAC
Bank Of America Corp

Financial Services
7.99K
+ 127.56%
$39.22 - $47.77 $313K - $382K
14.3K $626K
COST
Costco Wholesale Corp

Consumer Defensive
379
New
$873.59 - $994.69 $331K - $377K
379 $347K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.18K
+ 30.88%
$96.64 - $101.23 $404K - $423K
17.7K $1.71M
META
Meta Platforms, Inc.

Communication Services
522
+ 33.68%
$554.08 - $632.68 $289K - $330K
2.07K $1.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
560
+ 33.0%
$481.22 - $538.17 $269K - $301K
2.26K $1.15M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.02K
New
$80.13 - $83.77 $322K - $337K
4.02K $322K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.11K
+ 2.27%
$126.68 - $134.74 $393K - $419K
140K $17.9M
VONV
Vanguard Russell 1000 Value Et

ETFs
10.7K
+ 3.89%
$80.87 - $87.69 $867K - $940K
286K $23.3M
GOOGL
Alphabet Inc.

Communication Services
904
+ 16.71%
$161.86 - $196.66 $146K - $178K
6.31K $1.2M
VIG
Vanguard Dividend Appreciation

ETFs
1.64K
+ 50.02%
N/A
4.92K $895K
MS
Morgan Stanley

Financial Services
2.27K
New
$104.42 - $134.99 $237K - $307K
2.27K $285K
ETN
Eaton Corp PLC

Industrials
818
New
$326.96 - $377.52 $267K - $309K
818 $271K
CMI
Cummins Inc

Industrials
691
New
$324.93 - $383.42 $225K - $265K
691 $240K
IWM
Ishares Russell 2000 ETF

ETFs
1.07K
+ 31.59%
$216.13 - $242.4 $230K - $258K
4.44K $981K
DFAE
Dimensional ETF Tr

ETFs
40.1K
+ 10.52%
$25.36 - $28.15 $1.02M - $1.13M
421K $10.7M
UNP
Union Pacific Corp

Industrials
1.02K
New
$223.15 - $249.32 $228K - $255K
1.02K $233K
AXP
American Express CO

Financial Services
766
New
$267.35 - $305.57 $205K - $234K
766 $227K
BA
Boeing CO

Industrials
780
+ 22.08%
$138.14 - $180.72 $108K - $141K
4.31K $763K
HON
Honeywell International Inc

Industrials
991
New
$202.84 - $236.0 $201K - $234K
991 $223K
WFC
Wells Fargo & Company

Financial Services
3K
New
$54.98 - $77.35 $165K - $232K
3K $210K
HD
Home Depot, Inc.

Consumer Cyclical
529
+ 22.66%
$385.02 - $431.37 $204K - $228K
2.86K $1.11M
NFLX
Netflix Inc

Communication Services
49
+ 7.93%
$687.65 - $936.56 $33.7K - $45.9K
667 $594K
DIS
Walt Disney CO

Communication Services
612
+ 11.25%
$92.39 - $117.6 $56.5K - $72K
6.05K $674K
WMT
Walmart Inc.

Consumer Defensive
783
+ 10.31%
$79.1 - $95.7 $61.9K - $74.9K
8.38K $756K
MSFT
Microsoft Corp

Technology
674
+ 4.0%
$406.35 - $454.46 $274K - $306K
17.5K $7.38M
V
Visa Inc.

Financial Services
188
+ 11.79%
$273.87 - $320.91 $51.5K - $60.3K
1.78K $563K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.91K
+ 15.33%
$61.68 - $67.87 $118K - $130K
14.4K $896K
COP
Conocophillips

Energy
1.28K
+ 48.41%
$95.12 - $114.72 $121K - $146K
3.92K $388K
ABBV
Abb Vie Inc.

Healthcare
1.13K
+ 24.39%
$164.99 - $203.87 $186K - $229K
5.74K $1.02M
VB
Vanguard Small Cap ETF

ETFs
398
+ 19.66%
$233.76 - $261.58 $93K - $104K
2.42K $581K
VEA
Vanguard Ftse Developed Market

ETFs
2.91K
+ 38.03%
$47.57 - $52.44 $138K - $152K
10.6K $504K
TMO
Thermo Fisher Scientific Inc.

Healthcare
263
+ 65.1%
$501.29 - $612.85 $132K - $161K
667 $346K
CRM
Salesforce, Inc.

Technology
52
+ 4.26%
$270.87 - $367.87 $14.1K - $19.1K
1.27K $425K
DAL
Delta Air Lines, Inc.

Industrials
8
+ 0.09%
$47.46 - $65.77 $380 - $526
8.86K $535K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
109
+ 6.48%
$521.84 - $558.82 $56.9K - $60.9K
1.79K $965K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 5.23%
$275.15 - $388.2 $13.8K - $19.4K
1.01K $344K
CSCO
Cisco Systems, Inc.

Technology
117
+ 1.03%
$52.45 - $60.02 $6.14K - $7.02K
11.5K $680K
VTI
Vanguard Total Stock Market Et

ETFs
152
+ 3.67%
$280.04 - $302.45 $42.6K - $46K
4.29K $1.24M
Activity Summary
Buys All Purchases 92 New Holdings 9 Increased Positions 83 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 1 Puts 0
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