• 13F History

Wealth Dimensions Group, Ltd.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$408M
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 153 stock holdings with total value $408M as of Q4 2024. Top holdings included VGSH, DFAI, PG, VONV, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 153 $408M +$22.5M -$3.32M +$19.1M VGSH, DFAI, PG, VONV, IVV 13F-HR 2/13/2025, 01:18 PM
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 138 $276M +$13.6M -$4.03M +$9.55M VGSH, PG, IVV, BSV, VONV 13F-HR 11/14/2023, 01:32 PM
Q2 2023 142 $275M +$8.88M -$3.26M +$5.62M VGSH, PG, IVV, BSV, VONV 13F-HR 8/14/2023, 04:46 PM
Q1 2023 133 $258M +$10.8M -$4.83M +$5.95M VGSH, PG, BSV, IVV, VONV 13F-HR 5/9/2023, 03:18 PM
Q4 2022 129 $245M +$39.8M -$11.1M +$28.7M VGSH, PG, BSV, IVV, VONV 13F-HR 2/10/2023, 03:31 PM
Q3 2022 120 $202M +$10.8M -$2.98M +$7.87M VGSH, PG, VONV, VONG, IVV 13F-HR 11/10/2022, 02:08 PM
Q2 2022 127 $211M +$44.2M -$19.4M +$24.8M VGSH, PG, VONV, IVV, ISTB 13F-HR 8/5/2022, 04:47 PM
Q1 2022 131 $216M +$23.4M -$1.19M +$22.2M PG, AGG, IVV, VONG, VONV 13F-HR 5/4/2022, 03:40 PM
Q4 2021 131 $204M +$35.7M -$1.86M +$33.8M AGG, PG, VONG, AAPL, ISTB 13F-HR 2/4/2022, 12:48 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 PG, IVV, AAPL, VONG, IEFA 13F-HR 2/17/2021, 04:15 PM