Wealth Dimensions Group, Ltd. - Q22026 Holdings
Wealth Dimensions Group, Ltd. holds 178 stocks with a total portfolio value of $ 558.31M as of Q22026. In Q22026, Wealth Dimensions Group, Ltd. added 14 new positions, increased stakes in 80 stocks, reduced 63 holdings, and fully exited 6 positions. The largest holding is Dimensional Etf Trust (DFAI), representing 10.81% of the total portfolio.
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