The Analysis of Wealth Dimensions Group, Ltd.'s Holdings

Currently, Wealth Dimensions Group, Ltd. holds 177 types of securities in its portfolio with a total value $486.4M. In the most recent quarter, they have increased their positions in DFAI (+54.3K shares, valued at $2.0M), VGSH (+27.2K shares, valued at $1.6M), DFSV (+44.1K shares, valued at $1.4M); decreased their positions in FITB (-28.2K shares, valued at $1.3M), NVDA (-3.3K shares, valued at $613.9K), AAPL (-1.4K shares, valued at $354.2K); initiated new positions in ET (+15.1K shares, valued at $258.8K), LHX (+731 shares, valued at $223.3K), LDOS (+1.2K shares, valued at $223.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST1.3M shares4.38%2025-09-302025-10-30

VGSH VANGUARD SCOTTSDALE FDS767.5K shares3.67%2025-09-302025-10-30

VONV VANGUARD SCOTTSDALE FDS320.2K shares3.81%2025-09-302025-10-30

PG PROCTER AND GAMBLE CO177.5K shares-0.22%2025-09-302025-10-30

IVV ISHARES TR39.9K shares0.74%2025-09-302025-10-30

VONG VANGUARD SCOTTSDALE FDS201.0K shares0.16%2025-09-302025-10-30

VYM VANGUARD WHITEHALL FDS150.5K shares2.59%2025-09-302025-10-30

BSV VANGUARD BD INDEX FDS242.8K shares0.65%2025-09-302025-10-30

Sponsored

AAPL APPLE INC63.9K shares-2.13%2025-09-302025-10-30

DFAE DIMENSIONAL ETF TRUST509.2K shares5.43%2025-09-302025-10-30

DFSV DIMENSIONAL ETF TRUST500.7K shares9.67%2025-09-302025-10-30

DFAR DIMENSIONAL ETF TRUST566.9K shares10.43%2025-09-302025-10-30

SPY SPDR S&P 500 ETF TR18.5K shares-1.56%2025-09-302025-10-30

MSFT MICROSOFT CORP17.1K shares-1.25%2025-09-302025-10-30

DFCF DIMENSIONAL ETF TRUST203.8K shares7.87%2025-09-302025-10-30

NVDA NVIDIA CORPORATION43.1K shares-7.10%2025-09-302025-10-30

Sponsored

IEFA ISHARES TR84.1K shares-1.09%2025-09-302025-10-30

IOT SAMSARA INC157.1K shares0.74%2025-09-302025-10-30

IWF ISHARES TR8.0K shares-0.93%2025-09-302025-10-30

VTWO VANGUARD SCOTTSDALE FDS31.8K shares-0.35%2025-09-302025-10-30

AMZN AMAZON COM INC14.1K shares0.56%2025-09-302025-10-30

LLY ELI LILLY & CO3.8K shares-0.55%2025-09-302025-10-30

IEMG ISHARES INC43.6K shares-5.74%2025-09-302025-10-30

GOOG ALPHABET INC11.6K shares-2.84%2025-09-302025-10-30

Sponsored

CTAS CINTAS CORP12.9K shares0.00%2025-09-302025-10-30

AVGO BROADCOM INC8.0K shares-0.14%2025-09-302025-10-30

GE GE AEROSPACE8.6K shares-0.01%2025-09-302025-10-30

ISTB ISHARES TR50.5K shares-0.68%2025-09-302025-10-30

JNJ JOHNSON & JOHNSON13.2K shares-2.21%2025-09-302025-10-30

JPM JPMORGAN CHASE & CO.7.6K shares16.26%2025-09-302025-10-30

IVE ISHARES TR11.6K shares1.41%2025-09-302025-10-30

VO VANGUARD INDEX FDS8.0K shares-1.96%2025-09-302025-10-30

Sponsored

VTWV VANGUARD SCOTTSDALE FDS14.9K shares0.11%2025-09-302025-10-30

IWD ISHARES TR11.0K shares-1.99%2025-09-302025-10-30

XOM EXXON MOBIL CORP17.2K shares-1.32%2025-09-302025-10-30

AGG ISHARES TR18.7K shares2.29%2025-09-302025-10-30

FITB FIFTH THIRD BANCORP41.0K shares-40.80%2025-09-302025-10-30

IWN ISHARES TR10.2K shares-3.34%2025-09-302025-10-30

DUK DUKE ENERGY CORP NEW14.1K shares-2.16%2025-09-302025-10-30

ORGO ORGANOGENESIS HLDGS INC408.0K shares0.00%2025-09-302025-10-30

Sponsored

VTI VANGUARD INDEX FDS4.8K shares8.40%2025-09-302025-10-30

META META PLATFORMS INC2.1K shares2.59%2025-09-302025-10-30

TSLA TESLA INC3.4K shares-8.04%2025-09-302025-10-30

JEPI J P MORGAN EXCHANGE TRADED F25.5K shares0.46%2025-09-302025-10-30

MRK MERCK & CO INC16.6K shares-2.88%2025-09-302025-10-30

VOO VANGUARD INDEX FDS2.2K shares23.48%2025-09-302025-10-30

QQQ INVESCO QQQ TR2.2K shares0.40%2025-09-302025-10-30

ORCL ORACLE CORP4.7K shares-0.02%2025-09-302025-10-30

Sponsored

ABBV ABBVIE INC5.7K shares-1.50%2025-09-302025-10-30

GOOGL ALPHABET INC5.3K shares-14.95%2025-09-302025-10-30

HD HOME DEPOT INC3.2K shares0.83%2025-09-302025-10-30

SMIG ETF SER SOLUTIONS41.8K shares0.00%2025-09-302025-10-30

CINF CINCINNATI FINL CORP7.8K shares-2.85%2025-09-302025-10-30

MCD MCDONALDS CORP4.0K shares0.02%2025-09-302025-10-30

IJR ISHARES TR10.0K shares1.59%2025-09-302025-10-30

VNQ VANGUARD INDEX FDS13.0K shares1.01%2025-09-302025-10-30

Sponsored

CVX CHEVRON CORP NEW7.6K shares-1.77%2025-09-302025-10-30

QUAL ISHARES TR6.0K shares-3.43%2025-09-302025-10-30

IBM INTERNATIONAL BUSINESS MACHS4.1K shares-3.52%2025-09-302025-10-30

VIG VANGUARD SPECIALIZED FUNDS5.3K shares4.12%2025-09-302025-10-30

GEV GE VERNOVA INC1.9K shares1.25%2025-09-302025-10-30

VUG VANGUARD INDEX FDS2.3K shares-0.79%2025-09-302025-10-30

AMGN AMGEN INC3.6K shares-0.69%2025-09-302025-10-30

MA MASTERCARD INCORPORATED1.7K shares-3.78%2025-09-302025-10-30

Sponsored

WMT WALMART INC9.2K shares-0.56%2025-09-302025-10-30

FBTC FIDELITY WISE ORIGIN BITCOIN9.5K shares232.52%2025-09-302025-10-30

RBCAA REPUBLIC BANCORP INC KY13.0K shares0.59%2025-09-302025-10-30

IWM ISHARES TR3.9K shares-12.58%2025-09-302025-10-30

DVY ISHARES TR6.4K shares-0.62%2025-09-302025-10-30

IJH ISHARES TR13.7K shares-7.22%2025-09-302025-10-30

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares-9.20%2025-09-302025-10-30

CSCO CISCO SYS INC12.1K shares0.31%2025-09-302025-10-30

Sponsored

IWR ISHARES TR8.5K shares-7.62%2025-09-302025-10-30

NFLX NETFLIX INC678 shares1.19%2025-09-302025-10-30

QCOM QUALCOMM INC4.7K shares0.04%2025-09-302025-10-30

VEA VANGUARD TAX-MANAGED FDS13.1K shares15.46%2025-09-302025-10-30

ENB ENBRIDGE INC15.1K shares-0.85%2025-09-302025-10-30

PFE PFIZER INC29.7K shares-0.67%2025-09-302025-10-30

SO SOUTHERN CO7.9K shares0.00%2025-09-302025-10-30

BAC BANK AMERICA CORP14.1K shares-1.00%2025-09-302025-10-30

Sponsored

BA BOEING CO3.3K shares-2.04%2025-09-302025-10-30

LMT LOCKHEED MARTIN CORP1.4K shares-1.25%2025-09-302025-10-30

VEU VANGUARD INTL EQUITY INDEX F9.8K shares-0.32%2025-09-302025-10-30

ACWV ISHARES INC5.7K shares-3.60%2025-09-302025-10-30

ABT ABBOTT LABS5.1K shares0.82%2025-09-302025-10-30

PM PHILIP MORRIS INTL INC4.1K shares-0.85%2025-09-302025-10-30

DIS DISNEY WALT CO5.7K shares-5.98%2025-09-302025-10-30

VZ VERIZON COMMUNICATIONS INC14.7K shares1.01%2025-09-302025-10-30

Sponsored

T AT&T INC22.7K shares7.38%2025-09-302025-10-30

VYMI VANGUARD WHITEHALL FDS7.5K shares-0.13%2025-09-302025-10-30

LOW LOWES COS INC2.5K shares0.00%2025-09-302025-10-30

MU MICRON TECHNOLOGY INC3.7K shares0.00%2025-09-302025-10-30

VB VANGUARD INDEX FDS2.4K shares-1.20%2025-09-302025-10-30

CRWD CROWDSTRIKE HLDGS INC1.2K shares0.57%2025-09-302025-10-30

RSP INVESCO EXCHANGE TRADED FD T3.1K shares0.13%2025-09-302025-10-30

ROP ROPER TECHNOLOGIES INC1.2K shares0.00%2025-09-302025-10-30

Sponsored

INTC INTEL CORP17.0K shares-4.01%2025-09-302025-10-30

PEP PEPSICO INC4.0K shares-2.98%2025-09-302025-10-30

KR KROGER CO8.3K shares0.26%2025-09-302025-10-30

VTV VANGUARD INDEX FDS3.0K shares1.95%2025-09-302025-10-30

EFA ISHARES TR5.7K shares2.96%2025-09-302025-10-30

WM WASTE MGMT INC DEL2.3K shares-5.38%2025-09-302025-10-30

CEG CONSTELLATION ENERGY CORP1.6K shares1.30%2025-09-302025-10-30

CAT CATERPILLAR INC1.1K shares-0.83%2025-09-302025-10-30

Sponsored

MO ALTRIA GROUP INC7.6K shares-3.87%2025-09-302025-10-30

DE DEERE & CO1.1K shares0.27%2025-09-302025-10-30

V VISA INC1.5K shares-20.49%2025-09-302025-10-30

DAL DELTA AIR LINES INC DEL8.4K shares-5.35%2025-09-302025-10-30

GFF GRIFFON CORP6.1K shares0.00%2025-09-302025-10-30

ETN EATON CORP PLC1.2K shares0.00%2025-09-302025-10-30

KO COCA COLA CO6.4K shares-7.19%2025-09-302025-10-30

MMM 3M CO2.7K shares0.22%2025-09-302025-10-30

Sponsored

RTX RTX CORPORATION2.5K shares0.04%2025-09-302025-10-30

EMR EMERSON ELEC CO3.1K shares0.00%2025-09-302025-10-30

TJX TJX COS INC NEW2.8K shares-5.93%2025-09-302025-10-30

BMY BRISTOL-MYERS SQUIBB CO8.8K shares-6.90%2025-09-302025-10-30

PFF ISHARES TR12.2K shares0.83%2025-09-302025-10-30

NEE NEXTERA ENERGY INC5.1K shares0.28%2025-09-302025-10-30

SMH VANECK ETF TRUST1.2K shares0.00%2025-09-302025-10-30

IJS ISHARES TR3.3K shares2.03%2025-09-302025-10-30

Sponsored

COP CONOCOPHILLIPS3.8K shares0.10%2025-09-302025-10-30

AZN ASTRAZENECA PLC4.7K shares0.15%2025-09-302025-10-30

COST COSTCO WHSL CORP NEW389 shares-8.47%2025-09-302025-10-30

MS MORGAN STANLEY2.2K shares0.05%2025-09-302025-10-30

ZS ZSCALER INC1.2K shares-8.14%2025-09-302025-10-30

ESGD ISHARES TR3.7K shares-48.72%2025-09-302025-10-30

VV VANGUARD INDEX FDS1.1K shares2.82%2025-09-302025-10-30

EEM ISHARES TR6.1K shares-0.13%2025-09-302025-10-30

Sponsored

AFG AMERICAN FINL GROUP INC OHIO2.2K shares0.00%2025-09-302025-10-30

ITOT ISHARES TR2.1K shares0.00%2025-09-302025-10-30

XLK SELECT SECTOR SPDR TR1.0K shares7.60%2025-09-302025-10-30

VTEB VANGUARD MUN BD FDS5.9K shares-5.43%2025-09-302025-10-30

CMI CUMMINS INC695 shares0.14%2025-09-302025-10-30

MDLZ MONDELEZ INTL INC4.7K shares-4.95%2025-09-302025-10-30

TMO THERMO FISHER SCIENTIFIC INC600 shares-10.04%2025-09-302025-10-30

WFC WELLS FARGO CO NEW3.5K shares2.24%2025-09-302025-10-30

Sponsored

NVS NOVARTIS AG2.2K shares0.00%2025-09-302025-10-30

VTIP VANGUARD MALVERN FDS5.7K shares0.00%2025-09-302025-10-30

IAU ISHARES GOLD TR3.9K shares0.00%2025-09-302025-10-30

IYR ISHARES TR2.9K shares0.03%2025-09-302025-10-30

AMAT APPLIED MATLS INC1.4K shares0.00%2025-09-302025-10-30

PHYS SPROTT ASSET MANAGEMENT LP9.5K shares0.00%2025-09-302025-10-30

VCIT VANGUARD SCOTTSDALE FDS3.3K shares7.55%2025-09-302025-10-30

UNP UNION PAC CORP1.2K shares0.00%2025-09-302025-10-30

Sponsored

VWO VANGUARD INTL EQUITY INDEX F5.0K shares6.16%2025-09-302025-10-30

VXF VANGUARD INDEX FDS1.3K shares0.08%2025-09-302025-10-30

CRM SALESFORCE INC1.1K shares-3.21%2025-09-302025-10-30

BP BP PLC7.9K shares0.06%2025-09-302025-10-30

IWB ISHARES TR724 shares0.00%2025-09-302025-10-30

SBUX STARBUCKS CORP3.1K shares-2.05%2025-09-302025-10-30

ACN ACCENTURE PLC IRELAND1.1K shares3.30%2025-09-302025-10-30

HON HONEYWELL INTL INC1.2K shares0.00%2025-09-302025-10-30

Sponsored

PANW PALO ALTO NETWORKS INC1.3K shares13.33%2025-09-302025-10-30

ET ENERGY TRANSFER L P15.1K sharesnew addition2025-09-302025-10-30

MPC MARATHON PETE CORP1.3K shares0.08%2025-09-302025-10-30

NSC NORFOLK SOUTHN CORP826 shares0.00%2025-09-302025-10-30

GD GENERAL DYNAMICS CORP727 shares0.00%2025-09-302025-10-30

UNH UNITEDHEALTH GROUP INC707 shares-6.36%2025-09-302025-10-30

GLD SPDR GOLD TR657 shares0.00%2025-09-302025-10-30

HUM HUMANA INC887 shares0.45%2025-09-302025-10-30

Sponsored

SNOW SNOWFLAKE INC1.0K shares2.75%2025-09-302025-10-30

NVG NUVEEN AMT FREE MUN CR INC F18.3K shares0.00%2025-09-302025-10-30

NZF NUVEEN MUNICIPAL CREDIT INC17.9K shares0.00%2025-09-302025-10-30

MCK MCKESSON CORP290 shares0.00%2025-09-302025-10-30

LHX L3HARRIS TECHNOLOGIES INC731 sharesnew addition2025-09-302025-10-30

LDOS LEIDOS HOLDINGS INC1.2K sharesnew addition2025-09-302025-10-30

QQQM INVESCO EXCH TRADED FD TR II896 sharesnew addition2025-09-302025-10-30

SUB ISHARES TR2.0K shares0.00%2025-09-302025-10-30

Sponsored

XLU SELECT SECTOR SPDR TR2.5K sharesnew addition2025-09-302025-10-30

VBK VANGUARD INDEX FDS710 sharesnew addition2025-09-302025-10-30

EXC EXELON CORP4.7K shares0.04%2025-09-302025-10-30

BX BLACKSTONE INC1.2K sharesnew addition2025-09-302025-10-30

IVW ISHARES TR1.7K sharesnew addition2025-09-302025-10-30

NXP NUVEEN SELECT TAX-FREE INCOM11.5K shares0.00%2025-09-302025-10-30

BXMX NUVEEN S&P 500 BUY-WRITE INC10.9K shares0.00%2025-09-302025-10-30

JOBY JOBY AVIATION INC3.0K shares-86.22%2025-09-302025-10-30

Sponsored

MBRX MOLECULIN BIOTECH INC20.0K sharesnew addition2025-09-302025-10-30

Call Option Holdings

TSLA Call CallTESLA INC100 sharesnew addition2025-09-302025-10-30

INTC Call CallINTEL CORP400 shares0.00%2025-09-302025-10-30

Put Option Holdings

JOBY Put PutJOBY AVIATION INC20.0K shares66.67%2025-09-302025-10-30