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Wealth Dimensions Group, LTD.
Wealth Dimensions Group, Ltd. is an independent investment advisory firm based in Cincinnati, Ohio, founded in 1990. The firm offers boutique financial planning, portfolio management, and general consulting services primarily to individuals, high net worth individuals, pension plans, and charitable organizations. As of early 2025, it employs approximately 19-22 professionals, including a majority of investment advisors. Wealth Dimensions Group helps clients with comprehensive wealth management and is one of the longest-standing independent advisory firms in the Cincinnati area, providing customized financial solutions and planning.
Investment Strategy
Wealth Dimensions Group, Ltd. delivers comprehensive wealth management by closely collaborating with clients to understand their financial goals, investment experience, and circumstances. The firm's approach centers on preparing thorough financial plans, developing personalized investment strategies, managing portfolios in line with client risk profiles and objectives, and providing ongoing advisory services. Their disciplined process includes ongoing monitoring, discovery sessions, and client education to adapt plans and investment allocations as clients progress through life's stages. WDG deploys a range of investment solutions tailored to individual needs, backed by periodic reviews and adjustments for optimal long-term outcomes.
Latest 13F Filing Activity
Wealth Dimensions Group, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 171 equity positions and 2 options positions with a total 13F market value of $454M. The fund increased holdings in Dimensional Etf Trust, Vanguard Scottsdale FDS, Ishares TR among other positions. Wealth Dimensions Group, LTD. reduced exposure to Apple Inc., Vanguard Scottsdale FDS, Merck & Co. Inc. among others.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | VANGUARD SCOTTSDALE FDS | 9.59% | $43.5M | 740,377 | $58.67 | $58.78 | -$406.2K |
D DFAI | DIMENSIONAL ETF TRUST | 9.44% | $42.8M | 1,238,601 | $28.59 | $34.57 | +$5.0M |
P PG | PROCTER AND GAMBLE CO | 6.25% | $28.3M | 177,882 | $145.16 | $159.32 | +$29.6K |
V VONV | VANGUARD SCOTTSDALE FDS | 5.79% | $26.3M | 308,458 | $68.95 | $85.21 | +$1.8M |
I IVV | ISHARES TR | 5.42% | $24.6M | 39,628 | $392.04 | $620.90 | +$2.5M |
Options Positions (2)
Industry Allocation
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