Wealth Dimensions Group, Ltd.
CIK 1846462 · Holdings on Sep 30, 2024 · First reported Nov 12, 2024
Top ten holdings
Q3 2024- VGSH10.37%
- DFAI8.63%
- PG7.40%
- IVV5.83%
- VONV5.82%
- VONG4.65%
- BSV4.63%
- VYM4.45%
- AAPL3.63%
- DFSV2.75%
Share classes counted separately58.16%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAIWeight increased · +0.87 pp7.76% → 8.63%Shares +154.60K (+16.86%)
- DFCFWeight increased · +0.81 pp0.29% → 1.10%Shares +75.63K (+305.45%)
- VGSHWeight decreased · -0.54 pp10.91% → 10.37%Shares +33.72K (+5.11%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $40.95M | 10.37% | 693.78K shares | 10.91% → 10.37%-0.54 pp +33.72K (+5.11%) | Added | ↗▾ |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $34.06M | 8.63% | 1.07M shares | 7.76% → 8.63%+0.87 pp +154.60K (+16.86%) | Added | ↗▾ |
| 03 | PGPROCTER & GAMBLE CO/THE View history and evidence | $29.23M | 7.40% | 168.74K shares | 7.74% → 7.40%-0.34 pp +4.07K (+2.47%) | Added | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $23.04M | 5.83% | 39.94K shares | 6.24% → 5.83%-0.41 pp -41 (-0.10%) | Reduced | ↗▾ |
| 05 | VONVVANGUARD RUSSELL 1000 VALUEVNG RUS1000VAL View history and evidence | $22.98M | 5.82% | 275.73K shares | 5.57% → 5.82%+0.25 pp +20.51K (+8.04%) | Added | ↗▾ |
| 06 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $18.37M | 4.65% | 190.37K shares | 4.87% → 4.65%-0.22 pp +8.09K (+4.44%) | Added | ↗▾ |
| 07 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $18.29M | 4.63% | 232.38K shares | 5.09% → 4.63%-0.46 pp -508 (-0.22%) | Reduced | ↗▾ |
| 08 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $17.58M | 4.45% | 137.11K shares | 4.45% → 4.45%+0.00 pp +5.55K (+4.22%) | Added | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $14.32M | 3.63% | 61.47K shares | 3.71% → 3.63%-0.08 pp -327 (-0.53%) | Reduced | ↗▾ |
| 10 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $10.84M | 2.75% | 352.04K shares | 2.39% → 2.75%+0.36 pp +61.02K (+20.97%) | Added | ↗▾ |
Options overlay 1
$780.00 notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
INTCINTEL CORP View history and evidence | Call | 200 | $780.00 | +200 | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1846462 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 394835374
}Research all 148 reported holdings.
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