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.
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)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
J JOBY | JOBY AVIATION INC | New | Put | $4.1K | 120 | $10.55 | $10.55 | +120 | +$4.1K |
I INTC | INTEL CORP | — | Call | $824 | 4 | $22.40 | $21.02 | 0 | -$340 |