Wealth Dimensions Group, Ltd.

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$395M
Signature - Title
Kenton K. Pettit - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Wealth Dimensions Group, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Dimensions Group, Ltd. reported 148 stock holdings with total value $395M as of Q3 2024. Top holdings included VGSH, DFAI, PG, IVV, and VONV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 148 $395M +$23.8M -$2.22M +$21.6M VGSH, DFAI, PG, IVV, VONV 13F-HR 11/12/2024, 05:09 PM
Q2 2024 140 $351M +$18M -$5.76M +$12.2M VGSH, DFAI, PG, IVV, VONV 13F-HR 8/9/2024, 01:43 PM
Q1 2024 142 $339M +$9.34M -$4.88M +$4.47M VGSH, DFAI, PG, IVV, VONV 13F-HR 5/9/2024, 08:58 AM
Q4 2023 135 $316M +$27.5M -$8.91M +$18.6M VGSH, PG, DFAI, IVV, BSV 13F-HR 2/9/2024, 12:59 PM
Q3 2023 131 $276M +$13.6M -$4.03M +$9.55M VGSH, PG, IVV, BSV, VONV 13F-HR 11/14/2023, 01:32 PM
Q2 2023 137 $275M +$8.88M -$3.26M +$5.62M VGSH, PG, IVV, BSV, VONV 13F-HR 8/14/2023, 03:46 PM
Q1 2023 133 $258M +$10.8M -$6.09M +$4.69M VGSH, PG, BSV, IVV, VONV 13F-HR 5/9/2023, 03:18 PM
Q4 2022 129 $245M +$39.8M -$11.8M +$28M VGSH, PG, BSV, IVV, VONV 13F-HR 2/10/2023, 04:31 PM
Q3 2022 120 $202M +$10.8M -$4.44M +$6.4M VGSH, PG, VONV, VONG, IVV 13F-HR 11/10/2022, 03:08 PM
Q2 2022 127 $211M +$44.2M -$22.2M +$22M VGSH, PG, VONV, IVV, ISTB 13F-HR 8/5/2022, 04:47 PM
Q1 2022 131 $216M +$23.4M -$2.56M +$20.8M PG, AGG, IVV, VONG, VONV 13F-HR 5/4/2022, 03:40 PM
Q4 2021 131 $204M +$35.7M -$2.46M +$33.2M AGG, PG, VONG, AAPL, ISTB 13F-HR 2/4/2022, 01:48 PM
Q3 2021 130 $156M +$11.2M -$2.73M +$8.43M PG, VONG, IVV, VONV, AAPL 13F-HR 11/3/2021, 11:10 AM
Q2 2021 120 $147M +$23.8M -$1.69M +$22.1M PG, VONG, IVV, VONV, AAPL 13F-HR 8/12/2021, 03:57 PM
Q1 2021 118 $129M +$8.29M -$1.23M +$7.06M PG, IVV, VONG, AAPL, IEFA 13F-HR 5/13/2021, 11:48 AM
Q4 2020 112 $116M $0 $0 PG, IVV, AAPL, VONG, IEFA 13F-HR 2/17/2021, 05:15 PM