Wealth Dimensions Group, Ltd.

13F filer, CIK 1846462, CINCINNATI, OH

Wealth Dimensions Group, Ltd. reported $408,266,989 across 154 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 57.29% of the portfolio.

Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001846462-25-000001

Period: 2024-12-31
Reported value: $408M
Holdings: 154
Top 10 weight: 57.29%
New: 9
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DFCFadded	+65,993	$2.72M
DFAIadded	+62,407	$1.82M
VGSHadded	+25,061	$1.46M
DFAEadded	+40,098	$1.02M
DFSVadded	+32,584	$1M

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	-9,000	-$393K
IVVreduced	-566	-$333K
TSLAreduced	-577	-$233K
PGreduced	-1,375	-$231K
CBexited	-781	-$225K

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, Q4 2024

Share positions as resolved from 13F-HR 0001846462-25-000001, largest first. % of portfolio is the value over $408,265,982, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VGSHVANGUARD SCOTTSDALE FDS	718,843	$41.8M	10.24%	+25,061	Timeline
DFAIDIMENSIONAL ETF TRUST	1,134,008	$33.1M	8.11%	+62,407	Timeline
PGPROCTER & GAMBLE CO	167,363	$28.1M	6.87%	-1,375	Timeline
VONVVANGUARD SCOTTSDALE FDS	286,451	$23.3M	5.7%	+10,720	Timeline
IVVISHARES TR	39,374	$23.2M	5.68%	-566	Timeline
VONGVANGUARD SCOTTSDALE FDS	188,942	$19.5M	4.78%	-1,424	Timeline
BSVVANGUARD BD INDEX FDS	245,106	$18.9M	4.64%	+12,728	Timeline
VYMVANGUARD WHITEHALL FDS	140,216	$17.9M	4.38%	+3,106	Timeline
AAPLAPPLE INC	64,974	$16.3M	3.99%	+3,507	Timeline
DFSVDIMENSIONAL ETF TRUST	384,625	$11.8M	2.9%	+32,584	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	18,676	$10.9M	2.68%	-81	Timeline
DFAEDIMENSIONAL ETF TRUST	421,326	$10.7M	2.62%	+40,098	Timeline
DFARDIMENSIONAL ETF TRUST	427,151	$9.94M	2.43%	+31,616	Timeline
IOTSAMSARA INC	201,598	$8.81M	2.16%	-9,000	Timeline
MSFTMICROSOFT CORP	17,520	$7.38M	1.81%	+674	Timeline
DFCFDIMENSIONAL ETF TRUST	166,379	$6.87M	1.68%	+65,993	Timeline
NVDANVIDIA CORPORATION	48,004	$6.45M	1.58%	+6,497	Timeline
IEFAISHARES TR	77,129	$5.42M	1.33%	+1,201	Timeline
IWFISHARES TR	8,279	$3.32M	0.81%	-443	Timeline
AMZNAMAZON COM INC	14,050	$3.08M	0.76%	+86	Timeline
FITBFIFTH THIRD BANCORP	69,666	$2.95M	0.72%	-196	Timeline
LLYELI LILLY & CO	3,518	$2.72M	0.67%	+260	Timeline
VTWOVANGUARD SCOTTSDALE FDS	30,224	$2.7M	0.66%	+51	Timeline
GOOGALPHABET INC	12,513	$2.38M	0.58%	+1,799	Timeline
ISTBISHARES TR	47,586	$2.27M	0.56%	+494	Timeline
IVEISHARES TR	11,352	$2.17M	0.53%	-96	Timeline
IEMGISHARES INC	41,234	$2.15M	0.53%	-61	Timeline
IWDISHARES TR	11,376	$2.11M	0.52%	-126	Timeline
VOVANGUARD INDEX FDS	7,968	$2.1M	0.52%	+157	Timeline
VTWVVANGUARD SCOTTSDALE FDS	14,134	$2.04M	0.5%	-28	Timeline
JNJJOHNSON & JOHNSON	13,515	$1.95M	0.48%	-384	Timeline
IWNISHARES TR	11,436	$1.88M	0.46%	-603	Timeline
XOMEXXON MOBIL CORP	17,375	$1.87M	0.46%	-653	Timeline
AGGISHARES TR	17,698	$1.71M	0.42%	+4,176	Timeline
AVGOBROADCOM INC	7,195	$1.67M	0.41%	+3,152	Timeline
MRKMERCK & CO INC	16,673	$1.66M	0.41%	+456	Timeline
DUKDUKE ENERGY CORP NEW	14,513	$1.56M	0.38%	+53	Timeline
JPMJPMORGAN CHASE & CO	6,421	$1.54M	0.38%	+1,024	Timeline
TSLATESLA INC	3,715	$1.5M	0.37%	-577	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	24,281	$1.4M	0.34%	-7	Timeline
ORGOORGANOGENESIS HLDGS INC	407,965	$1.31M	0.32%	0	Timeline
VTIVANGUARD INDEX FDS	4,292	$1.24M	0.3%	+152	Timeline
GEGE AEROSPACE	7,432	$1.24M	0.3%	+142	Timeline
METAMETA PLATFORMS INC	2,072	$1.21M	0.3%	+522	Timeline
GOOGLALPHABET INC	6,314	$1.2M	0.29%	+904	Timeline
MCDMCDONALDS CORP	4,020	$1.17M	0.29%	+120	Timeline
VNQVANGUARD INDEX FDS	13,075	$1.16M	0.29%	+310	Timeline
CINFCINCINNATI FINL CORP	8,069	$1.16M	0.28%	0	Timeline
QQQINVESCO QQQ TR	2,257	$1.15M	0.28%	+560	Timeline
HDHOME DEPOT INC	2,863	$1.11M	0.27%	+529	Timeline
IJRISHARES TR	9,582	$1.1M	0.27%	+724	Timeline
ABBVABBVIE INC	5,738	$1.02M	0.25%	+1,125	Timeline
QUALISHARES TR	5,673	$1.01M	0.25%	-401	Timeline
IWMISHARES TR	4,440	$981K	0.24%	+1,066	Timeline
VOOVANGUARD INDEX FDS	1,792	$966K	0.24%	+109	Timeline
VIGVANGUARD SPECIALIZED FUNDS	4,919	$963K	0.24%	+1,640	Timeline
AMGNAMGEN INC	3,649	$951K	0.23%	+175	Timeline
MAMASTERCARD INCORPORATED	1,782	$938K	0.23%	+753	Timeline
CVXCHEVRON CORPORATION	6,201	$898K	0.22%	+208	Timeline
IJHISHARES TR	14,391	$897K	0.22%	+1,913	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,972	$873K	0.21%	+40	Timeline
VUGVANGUARD INDEX FDS	2,086	$856K	0.21%	-110	Timeline
DVYISHARES TR	6,423	$843K	0.21%	-151	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,838	$833K	0.2%	-41	Timeline
IWRISHARES TR	9,249	$818K	0.2%	+4,455	Timeline
ORCLORACLE CORP	4,815	$802K	0.2%	-26	Timeline
BABOEING CO	4,312	$763K	0.19%	+780	Timeline
WMTWALMART INC	8,375	$757K	0.19%	+783	Timeline
ACWVISHARES INC	6,792	$742K	0.18%	-73	Timeline
PFEPFIZER INC	27,845	$739K	0.18%	+3,552	Timeline
QCOMQUALCOMM INC	4,730	$727K	0.18%	+22	Timeline
CSCOCISCO SYS INC	11,489	$680K	0.17%	+117	Timeline
DISDISNEY WALT CO	6,054	$674K	0.17%	+612	Timeline
ENBENBRIDGE INC	15,667	$665K	0.16%	-643	Timeline
SOSOUTHERN CO	7,908	$651K	0.16%	+78	Timeline
LMTLOCKHEED MARTIN CORP	1,312	$637K	0.16%	-87	Timeline
BACBANK OF AMER CORP	14,252	$626K	0.15%	+7,989	Timeline
ROPROPER TECHNOLOGIES INC	1,186	$617K	0.15%	+10	Timeline
LOWLOWES COS INC	2,490	$615K	0.15%	+19	Timeline
NFLXNETFLIX INC.	667	$595K	0.15%	+49	Timeline
VBVANGUARD INDEX FDS	2,422	$582K	0.14%	+398	Timeline
VVISA INC	1,782	$563K	0.14%	+188	Timeline
ESGDISHARES TR	7,352	$560K	0.14%	-245	Timeline
DALDELTA AIR LINES INC	8,859	$536K	0.13%	+8	Timeline
GEVGE VERNOVA INC	1,603	$527K	0.13%	+86	Timeline
KRKROGER CO	8,587	$525K	0.13%	-3,418	Timeline
BMYBRISTOL-MYERS SQUIBB CO	9,132	$517K	0.13%	+42	Timeline
RSPINVESCO EXCHANGE TRADED FD T	2,946	$516K	0.13%	-69	Timeline
PMPHILIP MORRIS INTL INC	4,219	$508K	0.12%	-5	Timeline
VEAVANGUARD TAX-MANAGED FDS	10,554	$505K	0.12%	+2,908	Timeline
VZVERIZON COMMUNICATIONS INC	12,547	$502K	0.12%	-158	Timeline
PEPPEPSICO INC	3,222	$490K	0.12%	+128	Timeline
VYMIVANGUARD WHITEHALL FDS	7,164	$486K	0.12%	+287	Timeline
ABTABBOTT LABORATORIES	4,255	$481K	0.12%	+466	Timeline
WMWASTE MGMT INC DEL	2,339	$472K	0.12%	-35	Timeline
TAT&T INC	20,557	$468K	0.11%	-78	Timeline
DEDEERE & CO	1,091	$462K	0.11%	+99	Timeline
KOCOCA COLA CO	7,313	$455K	0.11%	+109	Timeline
PFFISHARES TR	13,741	$432K	0.11%	-290	Timeline
CRMSALESFORCE INC	1,274	$426K	0.1%	+52	Timeline
MOALTRIA GROUP INC	8,145	$426K	0.1%	-1,089	Timeline
EFAISHARES TR	5,548	$420K	0.1%	+889	Timeline
COPCONOCOPHILLIPS	3,915	$388K	0.1%	+1,277	Timeline
CEGCONSTELLATION ENERGY CORP	1,660	$371K	0.09%	-97	Timeline
ACNACCENTURE PLC IRELAND	1,049	$369K	0.09%	+47	Timeline
UNHUNITEDHEALTH GROUP INC	729	$369K	0.09%	+85	Timeline
EMREMERSON ELEC CO	2,960	$367K	0.09%	-18	Timeline
IJSISHARES TR	3,301	$358K	0.09%	-214	Timeline
LULULULULEMON ATHLETICA INC	909	$348K	0.09%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	379	$348K	0.09%	new	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	667	$347K	0.08%	+263	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,006	$344K	0.08%	+50	Timeline
TJXTJX COS INC NEW	2,842	$343K	0.08%	+166	Timeline
CATCATERPILLAR INC	941	$341K	0.08%	+159	Timeline
MMM3M CO	2,630	$340K	0.08%	-383	Timeline
INTCINTEL CORP	16,711	$335K	0.08%	-3,095	Timeline
VCITVANGUARD SCOTTSDALE FDS	4,023	$323K	0.08%	new	Timeline
AZNASTRAZENECA PLC-SPONS ADR	4,801	$315K	0.08%	-594	Timeline
AFGAMERICAN FINANCIAL GROUP INC	2,232	$306K	0.07%	0	Timeline
RTXRTX CORPORATION	2,611	$302K	0.07%	+673	Timeline
NVGNUVEEN AMT FREE MUN CR INC F	24,295	$298K	0.07%	0	Timeline
VVVANGUARD INDEX FDS	1,065	$287K	0.07%	-107	Timeline
MSMORGAN STANLEY	2,271	$285K	0.07%	new	Timeline
SMHVANECK ETF TRUST	1,153	$279K	0.07%	0	Timeline
NEENEXTERA ENERGY INC	3,877	$278K	0.07%	+161	Timeline
IYRISHARES TR	2,940	$274K	0.07%	-49	Timeline
ETNEATON CORP PLC	818	$271K	0.07%	new	Timeline
EEMISHARES TR	6,223	$260K	0.06%	0	Timeline
VTIPVANGUARD MALVERN FDS	5,322	$258K	0.06%	0	Timeline
SBUXSTARBUCKS CORP	2,741	$250K	0.06%	+276	Timeline
INSIGHT SELECT INCOME FDINSIGHT SELECT INCOME FD	14,201	$246K	0.06%	-181
VXFVANGUARD INDEX FDS	1,294	$246K	0.06%	+3	Timeline
VEUVANGUARD INTL EQUITY INDEX F	4,198	$241K	0.06%	+20	Timeline
CMICUMMINS INC	691	$241K	0.06%	new	Timeline
BPBP PLC	7,952	$235K	0.06%	+197	Timeline
UNPUNION PAC CORP	1,022	$233K	0.06%	new	Timeline
BXBLACKSTONE INC	1,347	$232K	0.06%	-137	Timeline
HUMHUMANA INC	913	$232K	0.06%	+3	Timeline
VTEBVANGUARD MUN BD FDS	4,563	$229K	0.06%	+512	Timeline
ZSZSCALER INC	1,265	$228K	0.06%	0	Timeline
AXPAMERICAN EXPRESS CO	766	$227K	0.06%	new	Timeline
XLKSELECT SECTOR SPDR TR	974	$226K	0.06%	0	Timeline
XLVSELECT SECTOR SPDR TR	1,633	$225K	0.06%	0	Timeline
HONHONEYWELL INTL INC	991	$224K	0.05%	new	Timeline
NZFNUVEEN MUN CR INCOME FD	17,900	$218K	0.05%	0	Timeline
NVSNOVARTIS AG	2,238	$218K	0.05%	+7	Timeline
MDLZMONDELEZ INTL INC	3,608	$216K	0.05%	-42	Timeline
SUBISHARES TR	2,035	$215K	0.05%	0	Timeline
VTVVANGUARD INDEX FDS	1,247	$211K	0.05%	0	Timeline
WFCWELLS FARGO & CO	2,995	$210K	0.05%	new	Timeline
XLPSELECT SECTOR SPDR TR	2,550	$200K	0.05%	0	Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOM	13,205	$185K	0.05%	0	Timeline
NXPNUVEEN SELECT TAX-FREE INCOM	11,521	$175K	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	700	$1.01K	+500

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CBCHUBB LIMITED	781	$225K	shares
NSCNORFOLK SOUTHN CORP	896	$223K	shares
CTASCINTAS CORP	1,060	$218K	shares

How Q4 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 0001846462-25-000001	base		2025-02-13	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC