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Karey Williams

Wealth Dimensions Group, Ltd.

Assets Managed
$508.335M
Holdings
170
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
0.87%(2Q avg: 2.24%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Dimensions Group, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 170 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 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 508.335M in assets, with a quarterly growth rate of 0.87% and a 2-quarter average growth rate of 2.24%. The portfolio is managed by Karey Williams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAI
Dimensional International Co
Recent Activity
Increased 3.79%
10.91%
$55.428M
1.423M shares@ $38.96 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 4.51%
9.7%
$49.308M
842,298 shares@ $58.54 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Increased 0.76%
6.16%
$31.289M
333,782 shares@ $93.74 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -0.49%
5.81%
$29.528M
204,434 shares@ $144.45 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.14%
4.99%
$25.351M
38,809 shares@ $653.22 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.83%
4.53%
$22.985M
155,197 shares@ $148.1 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 2.19%
4.41%
$22.413M
204,331 shares@ $109.7 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 4.65%
4.01%
$20.368M
581,269 shares@ $35.05 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 1.67%
3.88%
$19.678M
250,969 shares@ $78.42 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 5.1%
3.75%
$19.043M
562,413 shares@ $33.87 avg price

1-10 of 170