Wealth Dimensions Group, Ltd.

Q3 2026 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$589,744
Net value change ($000)
+31,436 (5.6%)
New positions
12
Sold out positions
9
Turnover %
16.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFA INVT DIMENSIONS GROUP IN 23,169 NEW
DFA INVT DIMENSIONS GROUP IN 18,281 NEW
AVGO 3,659 151.5%
VGSH 3,063 6.0%
MSFT 2,821 43.7%
IVV 2,808 10.2%
DFAI 2,699 4.5%
EXXONMOBIL HOLDINGS CORP 2,670 NEW
PG 2,586 8.6%
VONV 2,214 6.3%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -22,770 -100.0%
DFAR -18,779 -100.0%
XOM -2,222 -100.0%
GE -525 -16.2%
GEV -473 -22.3%
RBCAA -434 -31.1%
IBM -349 -32.9%
INTC -263 -13.2%
VTWO -252 -6.8%
CAT -245 -21.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 44 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type