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Wealth Dimensions Group, Ltd.: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Dimensions Group, Ltd. on DFAI, newest first. How the timeline and the estimate are built.

Wealth Dimensions Group, Ltd. held 1,463,610 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,463,610 shares
    Change vs previous 13F +40,919 shares

    10.81% of the 13F portfolio, value $60,373,919.

    13F-HR 0001846462-26-000003 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,422,691 shares
    Change vs previous 13F +51,838 shares

    10.9% of the 13F portfolio, value $55,428,038.

    13F-HR 0001846462-26-000002 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,370,853 shares
    Change vs previous 13F +77,940 shares

    10.37% of the 13F portfolio, value $52,243,209.

    13F-HR 0001846462-26-000001 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,292,913 shares
    Change vs previous 13F +54,312 shares

    9.66% of the 13F portfolio, value $46,997,379.

    13F-HR 0001846462-25-000005 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,238,601 shares
    Change vs previous 13F +28,654 shares

    9.44% of the 13F portfolio, value $42,818,426.

    13F-HR 0001085146-25-004937 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,209,947 shares
    Change vs previous 13F +75,939 shares

    9.02% of the 13F portfolio, value $37,786,633.

    13F-HR 0001846462-25-000002 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,134,008 shares
    Change vs previous 13F +62,407 shares

    8.11% of the 13F portfolio, value $33,113,020.

    13F-HR 0001846462-25-000001 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,071,601 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $34,055,468.

    13F-HR 0001846462-24-000007 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).