Wealth Dimensions Group, Ltd. Portfolio Holdings

Wealth Dimensions Group, Ltd.

  • $408 Million
  • Q4 2024

Wealth Dimensions Group, Ltd. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $408 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $41.8M, Dimensional ETF Tr with a value of $33.1M, Procter & Gamble CO with a value of $28.1M, Vanguard Russell 1000 Value Et with a value of $23.3M, and Ishares Core S&P 500 ETF with a value of $23.2M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $394M to 408M.

Below you can find more details about Wealth Dimensions Group, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $408 Million
ETFs: $277 Million
Technology: $45.4 Million
Consumer Defensive: $31.8 Million
Healthcare: $12.8 Million
Financial Services: $11 Million
Consumer Cyclical: $8.41 Million
Industrials: $7.04 Million
Communication Services: $7.04 Million
Other: $6.92 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.5B
$2.95 Million 0.72% of portfolio
69,666
Q4 2024 Reduced 0.28%
$79B
$1.67 Million 0.41% of portfolio
7,195
Q4 2024 Added 77.96%
$89.9B
$1.56 Million 0.38% of portfolio
14,513
Q4 2024 Added 0.37%
$22.3B
$1.16 Million 0.28% of portfolio
8,069
Q3 2024 Added 0.94%
$174B
$951,000 0.23% of portfolio
3,649
Q4 2024 Added 5.04%
$91.9B
$763,000 0.19% of portfolio
4,312
Q4 2024 Added 22.08%
$150B
$738,000 0.18% of portfolio
27,845
Q4 2024 Added 14.62%
$181B
$726,000 0.18% of portfolio
4,730
Q4 2024 Added 0.47%
$192B
$674,000 0.17% of portfolio
6,054
Q4 2024 Added 11.25%
$85B
$664,000 0.16% of portfolio
15,667
Q4 2024 Reduced 3.94%
$99.5B
$650,000 0.16% of portfolio
7,908
Q4 2024 Added 1.0%
$124B
$637,000 0.16% of portfolio
1,312
Q4 2024 Reduced 6.22%
$62.4B
$616,000 0.15% of portfolio
1,186
Q4 2024 Added 0.85%
$151B
$614,000 0.15% of portfolio
2,490
Q4 2024 Added 0.77%
$47.7B
$525,000 0.13% of portfolio
8,587
Q4 2024 Reduced 28.47%
$130B
$516,000 0.13% of portfolio
9,132
Q4 2024 Added 0.46%
$94.2B
$471,000 0.12% of portfolio
2,339
Q4 2024 Reduced 1.47%
$193B
$501,000 0.12% of portfolio
12,547
Q4 2024 Reduced 1.24%
$193B
$468,000 0.11% of portfolio
20,557
Q4 2024 Reduced 0.38%
$151B
$462,000 0.11% of portfolio
1,091
Q4 2024 Added 9.98%
$115B
$388,000 0.1% of portfolio
3,915
Q4 2024 Added 48.41%
$104B
$425,000 0.1% of portfolio
8,145
Q4 2024 Reduced 11.79%
$42.1B
$347,000 0.09% of portfolio
909
Q3 2024 Reduced 0.22%
$70.1B
$366,000 0.09% of portfolio
2,960
Q4 2024 Reduced 0.6%
$69.5B
$373,000 0.09% of portfolio
1,660
Q4 2024 Reduced 5.52%
$80.9B
$339,000 0.08% of portfolio
2,630
Q4 2024 Reduced 12.71%
$84.7B
$335,000 0.08% of portfolio
16,711
Q4 2024 Reduced 15.63%
$138B
$343,000 0.08% of portfolio
2,842
Q4 2024 Added 6.2%
$71.6B
$344,000 0.08% of portfolio
1,006
Q4 2024 Added 5.23%
$185B
$341,000 0.08% of portfolio
941
Q4 2024 Added 20.33%
$189B
$302,000 0.07% of portfolio
2,611
Q4 2024 Added 34.73%
$143B
$277,000 0.07% of portfolio
3,877
Q4 2024 Added 4.33%
$114B
$271,000 0.07% of portfolio
818
Q4 2024 New
$10.8B
$305,000 0.07% of portfolio
2,232
Q1 2022 Reduced 7.84%
$153B
$233,000 0.06% of portfolio
1,022
Q4 2024 New
$29.9B
$228,000 0.06% of portfolio
1,265
Q3 2024 Reduced 0.78%
$103B
$232,000 0.06% of portfolio
1,347
Q4 2024 Reduced 9.23%
$122B
$249,000 0.06% of portfolio
2,741
Q4 2024 Added 11.2%
$98.3B
$235,000 0.06% of portfolio
7,952
Q4 2024 Added 2.54%
$32.9B
$231,000 0.06% of portfolio
913
Q4 2024 Added 0.33%
$48.2B
$240,000 0.06% of portfolio
691
Q4 2024 New
$92.8B
$215,000 0.05% of portfolio
3,608
Q4 2024 Reduced 1.15%
$144B
$223,000 0.05% of portfolio
991
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $408 Million
  • Prior Value $394 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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