Wealth Dimensions Group, Ltd. ETF holdings
Cincinnati, OH
Reported $400.8M in 74 ETFs in its Form 13F for June 30, 2026.
ETF value
$400.8M
ETFs held
74
Change from prior quarter
+9.5%
With price moves
ETFs as a share of its 13F
71.8%
of $558.3M
Top 10 of 74 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAI | Dimensional International Core Equity Market ETF | $60.4M | 1,463,610 | +40,919 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $51.4M | 882,471 | +40,173 shares |
| VONV | Vanguard Russell 1000 Value ETF | $35.3M | 331,956 | −1,826 shares |
| IVV | iShares Core S&P 500 ETF | $27.5M | 36,763 | −2,046 shares |
| VONG | Vanguard Russell 1000 Growth ETF | $26.3M | 205,402 | +1,071 shares |
| VYM | Vanguard High Dividend Yield ETF | $24.6M | 155,902 | +705 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $23.1M | 573,500 | +11,087 shares |
| DFSV | Dimensional US Small Cap Value ETF | $22.8M | 587,003 | +5,734 shares |
| BSV | Vanguard Short-Term Bond ETF | $19.5M | 250,190 | −779 shares |
| DFAR | Dimensional US Real Estate ETF | $18.8M | 717,843 | +13,908 shares |
64 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001846462. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wealth Dimensions Group, Ltd. own?
Wealth Dimensions Group, Ltd. reported 74 ETF positions worth $400.8M in its Form 13F for June 30, 2026. The largest was DFAI, at $60.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.