Wealth Dimensions Group
Wealth Dimensions Group reported 181 stocks worth $590M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are DFAI (10.7%), VGSH (9.2%) and VONV (6.4%). Compared with Q2 2026, the fund opened new positions in DFSV, DFAR and XOM, added to DFAI, VGSH and VONV, trimmed AAPL, BSV and SPY and sold out of XOM, XLU and EXC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAI Dimensional Intern Core | $63.1M | 10.7% | 1.5M | +59K (+4%) | 8 of 8 | |
| 2 |  VGSH Vanguard Scottsdale Fds | $54.4M | 9.2% | 946K | +63K (+7%) | 8 of 8 | |
| 3 |  VONV Vanguard Russell 1000 Value ETF | $37.5M | 6.4% | 345K | +13K (+4%) | 8 of 8 | |
| 4 |  PG Procter & Gamble Co | $32.5M | 5.5% | 224K | +20K (+10%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $30.3M | 5.1% | 40K | +2,852 (+8%) | 8 of 8 | |
| 6 |  VONG Vanguard Russell 1000 | $27.2M | 4.6% | 211K | +5,568 (+3%) | 8 of 8 | |
| 7 |  VYM Vanguard Whitehall Fds | $24.7M | 4.2% | 159K | +3,043 (+2%) | 8 of 8 | |
| 8 |  DFAE Dimensional Emerg Core | $23.2M | 3.9% | 591K | +17K (+3%) | 8 of 8 | |
| 9 |  DFSV DFA US Small Cap Value ETF | $23.2M | 3.9% | 618K | New position | 1 of 8 | |
| 10 |  AAPL Apple Inc | $19.2M | 3.3% | 58K | −3,086 (−5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $22.8M | 587K |
DIMENSIONAL US REAL | $18.8M | 718K |
 XOM Exxon Mobil Corp | $2.2M | 16K |
 XLU Select Sector Spdr TR | $224K | 4,942 |
 EXC Exelon Corp | $219K | 4,692 |
🔒 Free account: see all 9.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Dimensions Group 13F FAQ
What does Wealth Dimensions Group own?
Wealth Dimensions Group reported 181 stocks worth $590M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are DFAI (10.7%), VGSH (9.2%) and VONV (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Dimensions Group buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 102 added to, 38 trimmed and 9 sold out. New positions include DFSV, DFAR and XOM. It sold all of XOM, XLU and EXC.
When will Wealth Dimensions Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Dimensions Group's portfolio worth?
The Q3 2026 filing reports $590M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.