Sign In
test

Karey Williams

Wealth Dimensions Group, Ltd.

Assets Managed
$558.308M
Holdings
178
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.84%(2Q avg: 5.35%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Dimensions Group, Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 178 positions.

Assets under management

The assets under management (AUM) of Wealth Dimensions Group, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 558.308M in assets, with a quarterly growth rate of 9.84% and a 2-quarter average growth rate of 5.35%. The portfolio is managed by Karey Williams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAI
Dimensional International Co
Recent Activity
Increased 2.88%
10.82%
$60.374M
1.464M shares@ $41.26 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 4.77%
9.2%
$51.36M
882,471 shares@ $58.2 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Decreased -0.54%
6.33%
$35.29M
331,956 shares@ $106.32 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -0.24%
5.36%
$29.904M
203,926 shares@ $146.65 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.27%
4.94%
$27.531M
36,763 shares@ $748.89 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 0.53%
4.71%
$26.252M
205,402 shares@ $127.82 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.46%
4.42%
$24.637M
155,902 shares@ $158.03 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 1.98%
4.14%
$23.06M
573,500 shares@ $40.22 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 0.99%
4.08%
$22.77M
587,003 shares@ $38.79 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -0.31%
3.5%
$19.492M
250,190 shares@ $77.92 avg price

1-10 of 178