Managers / Q2 2024 · view latest →
Wealth Dimensions Group, Ltd.
CIK 0001846462 · 7870 E. KEMPER ROAD, SUITE 210, CINCINNATI, OH, 45249 · 513-554-6000
Reported Value
$351M
Q2 2024
Positions
140
Filings on Record
22
2019–present window
Filed
Aug 9, 2024
original filing
Summary
Wealth Dimensions Group, Ltd. reported $351M in U.S.-listed holdings across 140 positions for Q2 2024.
Its largest position, VGSH, represents 10.9% of the portfolio.
Compared with Q1 2024, the fund opened 4 new positions and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $508M | 171 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $504M | 173 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $486M | 181 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $454M | 173 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $419M | 161 | May 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $408M | 155 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $395M | 149 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $351M | 140 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $339M | 143 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $316M | 135 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $276M | 131 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $275M | 137 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $258M | 133 | May 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $244.9B | 129 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $202M | 120 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $211M | 127 | Aug 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $216M | 131 | May 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $204M | 131 | Feb 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $156M | 130 | Nov 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $147M | 120 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $129M | 118 | May 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $116M | 113 | Feb 17, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.