Wealth Dimensions Group, Ltd.

13F filer, CIK 1846462, CINCINNATI, OH

Wealth Dimensions Group, Ltd. reported $394,835,374 across 148 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-12. Its ten largest share positions make up 58.16% of the portfolio.

Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001846462-24-000007

Period: 2024-09-30
Reported value: $395M
Holdings: 148
Top 10 weight: 58.16%
New: 8
Sold out: 0

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DFAIadded	+154,603	$4.91M
DFCFadded	+75,627	$3.27M
VGSHadded	+33,716	$1.99M
DFSVadded	+61,023	$1.88M
VONVadded	+20,509	$1.71M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IOTreduced	-16,100	-$775K
SPYreduced	-243	-$139K
KRreduced	-2,034	-$117K
HUMreduced	-304	-$96.3K
IEFAreduced	-1,180	-$92.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001846462-24-000007, largest first. % of portfolio is the value over $394,834,594, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VGSHVANGUARD SCOTTSDALE FDS	693,782	$40.9M	10.37%	+33,716	Timeline
DFAIDIMENSIONAL ETF TRUST	1,071,601	$34.1M	8.63%	+154,603	Timeline
PGPROCTER & GAMBLE CO	168,738	$29.2M	7.4%	+4,065	Timeline
IVVISHARES TR	39,940	$23M	5.83%	-41	Timeline
VONVVANGUARD SCOTTSDALE FDS	275,731	$23M	5.82%	+20,509	Timeline
VONGVANGUARD SCOTTSDALE FDS	190,366	$18.4M	4.65%	+8,092	Timeline
BSVVANGUARD BD INDEX FDS	232,378	$18.3M	4.63%	-508	Timeline
VYMVANGUARD WHITEHALL FDS	137,110	$17.6M	4.45%	+5,548	Timeline
AAPLAPPLE INC	61,467	$14.3M	3.63%	-327	Timeline
DFSVDIMENSIONAL ETF TRUST	352,041	$10.8M	2.75%	+61,023	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	18,757	$10.8M	2.73%	-243	Timeline
DFAEDIMENSIONAL ETF TRUST	381,228	$10.4M	2.65%	+62,283	Timeline
DFARDIMENSIONAL ETF TRUST	395,535	$10.1M	2.57%	+44,414	Timeline
IOTSAMSARA INC	210,598	$10.1M	2.57%	-16,100	Timeline
MSFTMICROSOFT CORP	16,846	$7.25M	1.84%	+629	Timeline
IEFAISHARES TR	75,928	$5.93M	1.5%	-1,180	Timeline
NVDANVIDIA CORPORATION	41,507	$5.04M	1.28%	+4,877	Timeline
DFCFDIMENSIONAL ETF TRUST	100,386	$4.34M	1.1%	+75,627	Timeline
IWFISHARES TR	8,722	$3.27M	0.83%	-107	Timeline
FITBFIFTH THIRD BANCORP	69,862	$2.99M	0.76%	-1,352	Timeline
LLYELI LILLY & CO	3,258	$2.89M	0.73%	+81	Timeline
VTWOVANGUARD SCOTTSDALE FDS	30,173	$2.7M	0.68%	-57	Timeline
AMZNAMAZON COM INC	13,964	$2.6M	0.66%	+2,623	Timeline
IEMGISHARES INC	41,295	$2.37M	0.6%	-352	Timeline
ISTBISHARES TR	47,092	$2.29M	0.58%	-146	Timeline
IVEISHARES TR	11,448	$2.26M	0.57%	-100	Timeline
JNJJOHNSON & JOHNSON	13,899	$2.25M	0.57%	-7	Timeline
IWDISHARES TR	11,502	$2.18M	0.55%	+3	Timeline
XOMEXXON MOBIL CORP	18,028	$2.11M	0.54%	+297	Timeline
VTWVVANGUARD SCOTTSDALE FDS	14,162	$2.08M	0.53%	-42	Timeline
VOVANGUARD INDEX FDS	7,811	$2.06M	0.52%	-41	Timeline
IWNISHARES TR	12,039	$2.01M	0.51%	-176	Timeline
MRKMERCK & CO INC	16,217	$1.84M	0.47%	+383	Timeline
GOOGALPHABET INC	10,714	$1.79M	0.45%	+128	Timeline
DUKDUKE ENERGY CORP NEW	14,460	$1.67M	0.42%	-99	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	24,288	$1.45M	0.37%	+504	Timeline
GEGE AEROSPACE	7,290	$1.37M	0.35%	-118	Timeline
AGGISHARES TR	13,522	$1.37M	0.35%	-895	Timeline
VNQVANGUARD INDEX FDS	12,765	$1.24M	0.31%	-9	Timeline
MCDMCDONALDS CORP	3,900	$1.19M	0.3%	+180	Timeline
VTIVANGUARD INDEX FDS	4,140	$1.17M	0.3%	+73	Timeline
ORGOORGANOGENESIS HLDGS INC	407,965	$1.17M	0.3%	0	Timeline
JPMJPMORGAN CHASE & CO	5,397	$1.14M	0.29%	+176	Timeline
TSLATESLA INC	4,292	$1.12M	0.28%	+395	Timeline
AMGNAMGEN INC	3,474	$1.12M	0.28%	-125	Timeline
CINFCINCINNATI FINL CORP	8,069	$1.1M	0.28%	+75	Timeline
QUALISHARES TR	6,074	$1.09M	0.28%	-81	Timeline
IJRISHARES TR	8,858	$1.04M	0.26%	-17	Timeline
HDHOME DEPOT INC	2,334	$946K	0.24%	-31	Timeline
ABBVABBVIE INC	4,613	$911K	0.23%	-32	Timeline
GOOGLALPHABET INC	5,410	$897K	0.23%	-372	Timeline
VOOVANGUARD INDEX FDS	1,683	$888K	0.22%	+76	Timeline
DVYISHARES TR	6,574	$888K	0.22%	+849	Timeline
METAMETA PLATFORMS INC	1,550	$887K	0.22%	+82	Timeline
CVXCHEVRON CORPORATION	5,993	$883K	0.22%	+702	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,932	$869K	0.22%	-33	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,879	$865K	0.22%	-16	Timeline
VUGVANGUARD INDEX FDS	2,196	$843K	0.21%	-15	Timeline
QQQINVESCO QQQ TR	1,697	$828K	0.21%	+8	Timeline
ORCLORACLE CORP	4,841	$825K	0.21%	-238	Timeline
LMTLOCKHEED MARTIN CORP	1,399	$818K	0.21%	+3	Timeline
QCOMQUALCOMM INC	4,708	$801K	0.2%	+2	Timeline
ACWVISHARES INC	6,865	$786K	0.2%	-162	Timeline
IJHISHARES TR	12,478	$778K	0.2%	-13	Timeline
IWMISHARES TR	3,374	$745K	0.19%	+1	Timeline
SOSOUTHERN CO	7,830	$706K	0.18%	-60	Timeline
PFEPFIZER INC	24,293	$703K	0.18%	+502	Timeline
AVGOBROADCOM INC	4,043	$697K	0.18%	+3,676	Timeline
KRKROGER CO	12,005	$688K	0.17%	-2,034	Timeline
LOWLOWES COS INC	2,471	$669K	0.17%	0	Timeline
ENBENBRIDGE INC	16,310	$662K	0.17%	+112	Timeline
ROPROPER TECHNOLOGIES INC	1,176	$654K	0.17%	-4	Timeline
VIGVANGUARD SPECIALIZED FUNDS	3,279	$649K	0.16%	0	Timeline
ESGDISHARES TR	7,597	$639K	0.16%	0	Timeline
WMTWALMART INC	7,592	$613K	0.16%	+72	Timeline
CSCOCISCO SYS INC	11,372	$605K	0.15%	+182	Timeline
VZVERIZON COMMUNICATIONS INC	12,705	$571K	0.14%	+149	Timeline
RSPINVESCO EXCHANGE TRADED FD T	3,015	$540K	0.14%	+4	Timeline
BABOEING CO	3,532	$537K	0.14%	+25	Timeline
PEPPEPSICO INC	3,094	$526K	0.13%	-142	Timeline
DISDISNEY WALT CO	5,442	$523K	0.13%	+73	Timeline
KOCOCA COLA CO	7,204	$518K	0.13%	-371	Timeline
PMPHILIP MORRIS INTL INC	4,224	$513K	0.13%	0	Timeline
MAMASTERCARD INCORPORATED	1,029	$508K	0.13%	-14	Timeline
VYMIVANGUARD WHITEHALL FDS	6,877	$505K	0.13%	+3,001	Timeline
WMWASTE MGMT INC DEL	2,374	$493K	0.12%	0	Timeline
VBVANGUARD INDEX FDS	2,024	$480K	0.12%	-1	Timeline
MOALTRIA GROUP INC	9,234	$471K	0.12%	-56	Timeline
BMYBRISTOL-MYERS SQUIBB CO	9,090	$470K	0.12%	-289	Timeline
PFFISHARES TR	14,031	$466K	0.12%	+6,352	Timeline
INTCINTEL CORP	19,806	$458K	0.12%	+5,158	Timeline
CEGCONSTELLATION ENERGY CORP	1,757	$457K	0.12%	+1	Timeline
TAT&T INC	20,635	$454K	0.11%	+134	Timeline
DALDELTA AIR LINES INC	8,851	$450K	0.11%	+32	Timeline
NFLXNETFLIX INC.	618	$439K	0.11%	+6	Timeline
VVISA INC	1,594	$438K	0.11%	-36	Timeline
ABTABBOTT LABORATORIES	3,789	$432K	0.11%	-251	Timeline
IWRISHARES TR	4,794	$423K	0.11%	0	Timeline
AZNASTRAZENECA PLC-SPONS ADR	5,395	$420K	0.11%	-181	Timeline
DEDEERE & CO	992	$414K	0.1%	+4	Timeline
MMM3M CO	3,013	$412K	0.1%	-28	Timeline
VEAVANGUARD TAX-MANAGED FDS	7,646	$404K	0.1%	-559	Timeline
EFAISHARES TR	4,659	$390K	0.1%	-227	Timeline
GEVGE VERNOVA INC	1,517	$387K	0.1%	-69	Timeline
IJSISHARES TR	3,515	$378K	0.1%	-178	Timeline
UNHUNITEDHEALTH GROUP INC	644	$376K	0.1%	+6	Timeline
ACNACCENTURE PLC IRELAND	1,002	$354K	0.09%	-21	Timeline
CRMSALESFORCE INC	1,222	$335K	0.08%	-50	Timeline
EMREMERSON ELEC CO	2,978	$326K	0.08%	0	Timeline
NVGNUVEEN AMT FREE MUN CR INC F	24,295	$325K	0.08%	0	Timeline
TJXTJX COS INC NEW	2,676	$315K	0.08%	+4	Timeline
NEENEXTERA ENERGY INC	3,716	$314K	0.08%	-141	Timeline
VVVANGUARD INDEX FDS	1,172	$309K	0.08%	+1	Timeline
CATCATERPILLAR INC	782	$306K	0.08%	-37	Timeline
IYRISHARES TR	2,989	$305K	0.08%	0	Timeline
AFGAMERICAN FINANCIAL GROUP INC	2,232	$300K	0.08%	0	Timeline
HUMHUMANA INC	910	$288K	0.07%	-304	Timeline
EEMISHARES TR	6,223	$285K	0.07%	-20	Timeline
SMHVANECK ETF TRUST	1,153	$283K	0.07%	0	Timeline
COPCONOCOPHILLIPS	2,638	$278K	0.07%	-231	Timeline
MDLZMONDELEZ INTL INC	3,650	$269K	0.07%	+16	Timeline
CRWDCROWDSTRIKE HLDGS INC	956	$268K	0.07%	+161	Timeline
VEUVANGUARD INTL EQUITY INDEX F	4,178	$263K	0.07%	+271	Timeline
VTIPVANGUARD MALVERN FDS	5,322	$262K	0.07%	0	Timeline
NVSNOVARTIS AG	2,231	$257K	0.06%	+69	Timeline
INSIGHT SELECT INCOME FDINSIGHT SELECT INCOME FD	14,382	$254K	0.06%	-23
XLVSELECT SECTOR SPDR TR	1,633	$252K	0.06%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	404	$250K	0.06%	+2	Timeline
BACBANK OF AMER CORP	6,263	$249K	0.06%	-279	Timeline
LULULULULEMON ATHLETICA INC	909	$247K	0.06%	-2	Timeline
BPBP PLC	7,755	$243K	0.06%	+51	Timeline
SBUXSTARBUCKS CORP	2,465	$240K	0.06%	new	Timeline
VXFVANGUARD INDEX FDS	1,291	$235K	0.06%	+2	Timeline
RTXRTX CORPORATION	1,938	$235K	0.06%	new	Timeline
NZFNUVEEN MUN CR INCOME FD	17,900	$234K	0.06%	0	Timeline
BXBLACKSTONE INC	1,484	$227K	0.06%	new	Timeline
CBCHUBB LIMITED	781	$225K	0.06%	new	Timeline
NSCNORFOLK SOUTHN CORP	896	$223K	0.06%	new	Timeline
XLKSELECT SECTOR SPDR TR	974	$220K	0.06%	0	Timeline
CTASCINTAS CORP	1,060	$218K	0.06%	new	Timeline
VTVVANGUARD INDEX FDS	1,247	$218K	0.06%	-34	Timeline
ZSZSCALER INC	1,265	$216K	0.05%	-10	Timeline
SUBISHARES TR	2,035	$216K	0.05%	0	Timeline
XLPSELECT SECTOR SPDR TR	2,550	$212K	0.05%	new	Timeline
VTEBVANGUARD MUN BD FDS	4,051	$207K	0.05%	+13	Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOM	13,205	$181K	0.05%	0	Timeline
NXPNUVEEN SELECT TAX-FREE INCOM	11,521	$174K	0.04%	0	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
INTCINTEL CORP COM	call	200	$780	new

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001846462-24-000007	base		2024-11-12	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC