Wealth Dimensions Group, Ltd.
CIK 1846462
13F filing for Q2 2026・No. 3,647
- Holdings
- US$558.31M
- Quarter change
- +US$49.97M
- Entries
- 179
- Net bought (estimate)
- +US$3.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 6
- Cut 67
- Added 76
- Corporate actions 0
- Unchanged 21
Largest holdings
178 stocks worth US$558.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,463,610 | US$60.37M | 10.81% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 882,471 | US$51.36M | 9.20% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000VAL | Cut | 331,956 | US$35.29M | 6.32% |
| PGPROCTER & GAMBLE COCOM | Cut | 203,926 | US$29.9M | 5.36% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 36,763 | US$27.53M | 4.93% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | Added | 205,402 | US$26.25M | 4.70% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 155,902 | US$24.64M | 4.41% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 573,500 | US$23.06M | 4.13% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 587,003 | US$22.77M | 4.08% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Cut | 250,190 | US$19.49M | 3.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.