Wealth Dimensions Group, Ltd. - Q12026 Holdings

Wealth Dimensions Group, Ltd. holds 170 stocks with a total portfolio value of $ 508.33M as of Q12026. In Q12026, Wealth Dimensions Group, Ltd. added 10 new positions, increased stakes in 76 stocks, reduced 65 holdings, and fully exited 10 positions. The largest holding is Dimensional Etf Trust (DFAI), representing 10.90% of the total portfolio.