Notify me when Wealth Dimensions Group, Ltd. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 173 | $503,963,864 | +$19,629,539 | -$9,343,797 | +$10,285,742 | DFAI, VGSH, VONV, PG, IVV | 13F-HR | 13 Feb 2026, 16:46 |
| Q3 2025 | 177 | $486,447,497 | +$13,456,520 | -$6,203,136 | +$7,253,384 | DFAI, VGSH, VONV, PG, IVV | 13F-HR | 30 Oct 2025, 14:27 |
| Q2 2025 | 171 | $453,750,998 | +$14,504,117 | -$3,489,800 | +$11,014,317 | VGSH, DFAI, PG, VONV, IVV | 13F-HR | 12 Aug 2025, 15:52 |
| Q1 2025 | 160 | $418,934,892 | +$19,698,427 | -$3,523,705 | +$16,174,722 | VGSH, DFAI, PG, VONV, IVV | 13F-HR | 05 May 2025, 16:00 |
| Q4 2024 | 153 | $408,265,982 | +$22,458,509 | -$3,323,379 | +$19,135,130 | VGSH, DFAI, PG, VONV, IVV | 13F-HR | 13 Feb 2025, 13:18 |
| Q3 2024 | 148 | $394,834,345 | +$23,794,147 | -$2,217,011 | +$21,577,136 | VGSH, DFAI, PG, IVV, VONV | 13F-HR | 12 Nov 2024, 17:09 |
| Q2 2024 | 140 | $350,797,158 | +$17,951,362 | -$5,763,198 | +$12,188,164 | VGSH, DFAI, PG, IVV, VONV | 13F-HR | 09 Aug 2024, 13:43 |
| Q1 2024 | 142 | $338,588,308 | +$9,344,327 | -$4,875,915 | +$4,468,412 | VGSH, DFAI, PG, IVV, VONV | 13F-HR | 09 May 2024, 08:58 |
| Q4 2023 | 135 | $315,762,489 | +$27,472,683 | -$8,914,446 | +$18,558,237 | VGSH, PG, DFAI, IVV, BSV | 13F-HR | 09 Feb 2024, 12:59 |
| Q3 2023 | 131 | $275,635,848 | +$13,584,067 | -$4,029,640 | +$9,554,427 | VGSH, PG, IVV, BSV, VONV | 13F-HR | 14 Nov 2023, 13:32 |
| Q2 2023 | 137 | $274,672,283 | +$8,881,081 | -$3,259,575 | +$5,621,506 | VGSH, PG, IVV, BSV, VONV | 13F-HR | 14 Aug 2023, 15:46 |
| Q1 2023 | 133 | $258,475,234 | +$10,782,622 | -$6,091,898 | +$4,690,724 | VGSH, PG, BSV, IVV, VONV | 13F-HR | 09 May 2023, 15:18 |
| Q4 2022 | 129 | $244,873,778 | +$39,810,122 | -$11,769,286 | +$28,040,836 | VGSH, PG, BSV, IVV, VONV | 13F-HR | 10 Feb 2023, 16:31 |
| Q3 2022 | 120 | $202,124,000 | +$10,848,889 | -$4,444,698 | +$6,404,191 | VGSH, PG, VONV, VONG, IVV | 13F-HR | 10 Nov 2022, 15:08 |
| Q2 2022 | 127 | $210,658,000 | +$44,221,962 | -$22,181,181 | +$22,040,781 | VGSH, PG, VONV, IVV, ISTB | 13F-HR | 05 Aug 2022, 16:47 |
| Q1 2022 | 131 | $215,996,000 | +$23,376,206 | -$2,562,855 | +$20,813,351 | PG, AGG, IVV, VONG, VONV | 13F-HR | 04 May 2022, 15:40 |
| Q4 2021 | 131 | $204,196,000 | +$35,704,445 | -$2,455,371 | +$33,249,074 | AGG, PG, VONG, AAPL, ISTB | 13F-HR | 04 Feb 2022, 13:48 |
| Q3 2021 | 130 | $156,313,000 | +$11,165,616 | -$2,733,900 | +$8,431,716 | PG, VONG, IVV, VONV, AAPL | 13F-HR | 03 Nov 2021, 11:10 |
| Q2 2021 | 120 | $147,496,000 | +$23,764,380 | -$1,690,723 | +$22,073,657 | PG, VONG, IVV, VONV, AAPL | 13F-HR | 12 Aug 2021, 15:57 |
| Q1 2021 | 118 | $128,768,000 | +$8,290,133 | -$1,228,760 | +$7,061,373 | PG, IVV, VONG, AAPL, IEFA | 13F-HR | 13 May 2021, 11:48 |
| Q4 2020 | 112 | $115,816,000 | $0 | $0 | $0 | PG, IVV, AAPL, VONG, IEFA | 13F-HR | 17 Feb 2021, 17:15 |