Wealth Dimensions Group, Ltd. - Q42025 Holdings

Wealth Dimensions Group, Ltd. holds 170 stocks with a total portfolio value of $ 503.99M as of Q42025. In Q42025, Wealth Dimensions Group, Ltd. added 4 new positions, increased stakes in 55 stocks, reduced 93 holdings, and fully exited 11 positions. The largest holding is Dimensional Etf Trust (DFAI), representing 10.37% of the total portfolio.