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Super Investors Wealth Dimensions Group, Ltd.
WD

Wealth Dimensions Group, Ltd.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$590M
Positions
183
Quarter ended
September 30, 2026
Filed
November 02, 2026

Reported portfolio value by quarter (24 quarters reported)

$590M $116M
Q4 20 Q1 22 Q2 23 Q3 24 Q4 25 Q3 26

$116M in Q4 2020 → $590M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 10.7% Added 4.0% 1,522,392 $63.1M
VS Vanguard Scottsdale Fds 9.2% Added 7.1% 945,503 $54.4M
VS Vanguard Scottsdale Fds 6.4% Added 3.9% 345,026 $37.5M
Procter & Gamble Co 5.5% Added 9.7% 223,638 $32.5M
IT Ishares Tr 5.1% Added 7.8% 39,615 $30.3M
VS Vanguard Scottsdale Fds 4.6% Added 2.7% 210,970 $27.2M
VW Vanguard Whitehall Fds 4.2% Added 2.0% 158,945 $24.7M
DE Dimensional ETF Trust 3.9% Added 3.0% 590,550 $23.2M
DI Dfa Invt Dimensions Group In 3.9% New 618,332 $23.2M
Apple Inc 3.3% Trimmed 5.1% 57,604 $19.2M
VB Vanguard Bd Index Fds 3.2% Trimmed 1.9% 245,478 $18.8M
DI Dfa Invt Dimensions Group In 3.1% New 756,648 $18.3M
SS State Str SPDR S&P 500 ETF T 2.3% Trimmed 0.3% 17,980 $13.7M
Nvidia Corporation 1.9% Added 0.6% 49,926 $11.4M
DE Dimensional ETF Trust 1.6% Added 13% 234,644 $9.41M
Microsoft Corp 1.6% Added 4.5% 18,082 $9.27M
IT Ishares Tr 1.3% Added 5.1% 78,469 $7.6M
Samsara Inc 1.0% Unchanged 160,011 $6.1M
Broadcom Inc 1.0% Added 171% 17,296 $6.07M
EL Eli Lilly & Co 0.7% Added 1.1% 3,667 $4.24M
Amazon Com Inc 0.7% Added 24% 16,471 $4.1M
IT Ishares Tr 0.7% Added 11% 31,856 $3.99M
Alphabet Inc 0.6% Added 13% 11,113 $3.79M
Fifth Third Bancorp 0.6% Added 83% 68,766 $3.48M
Micron Technology Inc 0.6% Added 23% 3,252 $3.46M
VS Vanguard Scottsdale Fds 0.6% Added 0.8% 30,592 $3.43M
Johnson & Johnson 0.6% Added 3.2% 12,809 $3.39M
I Ishares Inc 0.5% Trimmed 2.9% 39,664 $3.22M
Cintas Corp 0.5% Unchanged 14,611 $2.85M
GA Ge Aerospace 0.5% Added 0.2% 8,674 $2.71M
Jpmorgan Chase & Co 0.5% Added 6.4% 8,083 $2.67M
Exxonmobil Holdings Corp 0.5% New 16,406 $2.67M
IT Ishares Tr 0.4% Trimmed 0.8% 10,660 $2.64M
VS Vanguard Scottsdale Fds 0.4% Trimmed 0.8% 13,928 $2.57M
VI Vanguard Index Fds 0.4% Added 0.5% 32,750 $2.57M
IT Ishares Tr 0.4% Trimmed 0.6% 10,723 $2.45M
IT Ishares Tr 0.4% Added 0.7% 51,783 $2.45M
Merck & Co Inc 0.4% Trimmed 0.1% 15,755 $2.29M
VI Vanguard Index Fds 0.4% Added 3.6% 3,119 $2.19M
Alphabet Inc 0.3% Added 8.8% 5,961 $2.05M
IT Ishares Tr 0.3% Trimmed 1.3% 8,964 $1.88M
VI Vanguard Index Fds 0.3% Added 4.2% 5,014 $1.88M
IT Ishares Tr 0.3% Added 1.0% 18,918 $1.79M
Intel Corp 0.3% Added 0.9% 14,413 $1.73M
IQ Invesco Qqq Tr 0.3% Added 1.9% 2,303 $1.7M
Meta Platforms Inc 0.3% Added 0.5% 2,340 $1.7M
Ge Vernova Inc 0.3% Trimmed 4.1% 1,729 $1.64M
DE Duke Energy Corp New 0.3% Added 8.4% 14,415 $1.64M
Abbvie Inc 0.3% Added 17% 5,948 $1.56M
IT Ishares Tr 0.3% Added 5.6% 11,163 $1.52M
Chevron Corporation 0.3% Added 4.7% 7,415 $1.51M
Amgen Inc 0.2% Added 8.2% 3,484 $1.47M
Tesla Inc 0.2% Added 6.1% 3,730 $1.32M
CS Cisco Sys Inc 0.2% Trimmed 2.7% 12,103 $1.3M
CH Crowdstrike Hldgs Inc 0.2% Added 304% 4,885 $1.29M
ES ETF Ser Solutions 0.2% Unchanged 41,775 $1.29M
CF Cincinnati Finl Corp 0.2% Added 0.5% 7,885 $1.26M
VS Vanguard Specialized Funds 0.2% Added 0.4% 5,244 $1.22M
VI Vanguard Index Fds 0.2% Added 0.4% 13,194 $1.19M
JP J P Morgan Exchange Traded F 0.2% Trimmed 8.3% 20,252 $1.14M

Showing top 60 of 183 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q3 2026

quarter ended September 30, 2026 · filed November 02, 2026

Company Action Shares changed Value of change % of portfolio
DI Dfa Invt Dimensions Group In New +618,332 +$23.2M 3.9%
DE Dimensional ETF Trust Exited −587,003 −$22.8M —
DE Dimensional ETF Trust Exited −717,843 −$18.8M —
DI Dfa Invt Dimensions Group In New +756,648 +$18.3M 3.1%
Broadcom Inc Added +10,902 +$3.83M 1.0%
VS Vanguard Scottsdale Fds Added +63,032 +$3.63M 9.2%
Procter & Gamble Co Added +19,712 +$2.86M 5.5%
Exxonmobil Holdings Corp New +16,406 +$2.67M 0.5%
DE Dimensional ETF Trust Added +58,782 +$2.44M 10.7%
Exxon Mobil Corp Exited −16,251 −$2.22M —

Showing the 10 largest of 170 changes.

Q2 2026

quarter ended June 30, 2026 · filed July 22, 2026

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +20,681 +$2.57M 0.6%
VS Vanguard Scottsdale Fds Added +40,173 +$2.34M 9.2%
VI Vanguard Index Fds Added +24,476 +$1.97M 0.5%
DE Dimensional ETF Trust Added +40,919 +$1.69M 10.8%
IT Ishares Tr Trimmed −2,046 −$1.53M 4.9%
VI Vanguard Index Fds Added +10,944 +$943K 0.2%
DE Dimensional ETF Trust Trimmed −19,637 −$829K 1.6%
Apple Inc Trimmed −2,563 −$742K 3.1%
OH Organogenesis Hldgs Inc Trimmed −255,715 −$621K 0.1%
IT Ishares Tr Trimmed −4,757 −$459K 1.3%

Showing the 10 largest of 164 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 12, 2026

Company Action Shares changed Value of change % of portfolio
VS Vanguard Scottsdale Fds Added +36,279 +$2.12M 9.7%
DE Dimensional ETF Trust Added +51,838 +$2.02M 10.9%
DE Dimensional ETF Trust Added +55,113 +$1.3M 3.3%
DE Dimensional ETF Trust Added +27,257 +$923K 3.7%
DE Dimensional ETF Trust Added +25,776 +$903K 4.0%
Nvidia Corporation Added +4,850 +$846K 1.7%
DE Dimensional ETF Trust Added +16,173 +$683K 1.9%
VB Vanguard Bd Index Fds New +8,297 +$611K 0.1%
IT Ishares Tr Trimmed −849 −$555K 5.0%
EP Enterprise Prods Partners L New +13,520 +$512K 0.1%

Showing the 10 largest of 161 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 13, 2026

Company Action Shares changed Value of change % of portfolio
PA Procter And Gamble Co Added +27,955 +$4.01M 5.8%
DE Dimensional ETF Trust Added +77,940 +$2.97M 10.4%
VS Vanguard Scottsdale Fds Added +38,480 +$2.26M 9.4%
DE Dimensional ETF Trust Added +81,938 +$1.88M 2.9%
DE Dimensional ETF Trust Added +54,840 +$1.8M 3.6%
VS Vanguard Scottsdale Fds Added +11,059 +$1.02M 6.1%
DE Dimensional ETF Trust Added +25,915 +$844K 3.5%
Roper Technologies Inc Exited −1,186 −$591K —
Broadcom Inc Trimmed −1,676 −$580K 0.4%
Netflix Inc Added +6,185 +$580K 0.1%

Showing the 10 largest of 166 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 30, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +54,312 +$1.97M 9.7%
VS Vanguard Scottsdale Fds Added +27,162 +$1.6M 9.3%
DE Dimensional ETF Trust Added +44,134 +$1.41M 3.3%
DE Dimensional ETF Trust Added +53,537 +$1.28M 2.8%
Fifth Third Bancorp Trimmed −28,237 −$1.26M 0.4%
VS Vanguard Scottsdale Fds Added +11,759 +$1.05M 5.9%
DE Dimensional ETF Trust Added +26,236 +$827K 3.3%
FW Fidelity Wise Origin Bitcoin Added +6,643 +$663K 0.2%
DE Dimensional ETF Trust Added +14,873 +$636K 1.8%
Nvidia Corporation Trimmed −3,290 −$614K 1.7%

Showing the 10 largest of 152 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 12, 2025

Company Action Shares changed Value of change % of portfolio
Cintas Corp Added +10,936 +$2.44M 0.6%
PA Procter And Gamble Co Added +11,759 +$1.87M 6.2%
DE Dimensional ETF Trust Added +28,654 +$991K 9.4%
VS Vanguard Scottsdale Fds Added +11,303 +$963K 5.8%
DE Dimensional ETF Trust Added +35,237 +$827K 2.7%
DE Dimensional ETF Trust Added +19,459 +$573K 3.0%
VS Vanguard Scottsdale Fds Added +4,687 +$512K 4.8%
Nvidia Corporation Trimmed −3,113 −$492K 1.6%
VS Vanguard Scottsdale Fds Trimmed −8,057 −$474K 9.6%
Micron Technology Inc New +3,691 +$455K 0.1%

Showing the 10 largest of 148 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 05, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +75,939 +$2.37M 9.0%
VS Vanguard Scottsdale Fds Added +29,591 +$1.74M 10.5%
Samsara Inc Trimmed −44,900 −$1.72M 1.4%
DE Dimensional ETF Trust Added +52,435 +$1.48M 2.9%
DE Dimensional ETF Trust Added +47,039 +$1.22M 2.9%
DE Dimensional ETF Trust Added +50,959 +$1.21M 2.7%
ES ETF Ser Solutions New +41,775 +$1.19M 0.3%
VS Vanguard Scottsdale Fds Added +10,704 +$884K 5.9%
DE Dimensional ETF Trust Added +20,998 +$883K 1.9%
RB Republic Bancorp Inc Ky New +11,865 +$757K 0.2%

Showing the 10 largest of 141 changes.

Q4 2024

quarter ended December 31, 2024 · filed February 13, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +65,993 +$2.72M 1.7%
DE Dimensional ETF Trust Added +62,407 +$1.82M 8.1%
VS Vanguard Scottsdale Fds Added +25,061 +$1.46M 10.2%
DE Dimensional ETF Trust Added +40,098 +$1.02M 2.6%
DE Dimensional ETF Trust Added +32,584 +$1M 2.9%
VB Vanguard Bd Index Fds Added +12,728 +$983K 4.6%
Apple Inc Added +3,507 +$878K 4.0%
Nvidia Corporation Added +6,497 +$872K 1.6%
VS Vanguard Scottsdale Fds Added +10,720 +$871K 5.7%
DE Dimensional ETF Trust Added +31,616 +$736K 2.4%

Showing the 10 largest of 140 changes.

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