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Home > Institutional Investor > Wealth Dimensions Group, Ltd. > Profile

Instuitional Investor - Wealth Dimensions Group, Ltd.

Fund Profile
Filing Period:
Fund Name: Wealth Dimensions Group, Ltd.
Portfolio Value $418,936,056
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 748,434 $43,925,570 10.49%
2.
Dimensional Etf Trust
 1,209,947 $37,786,633 9.02%
3.
Procter & Gamble Co
 PG 166,123 $28,310,606 6.76%
4.
Vanguard Scottsdale Funds
 297,155 $24,527,136 5.85%
5.
Ishares Trust
 IEF 39,312 $22,089,144 5.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)