WEALTH DIMENSIONS GROUP LTD
Q2 2023 Form 13-F
CINCINNATI, OHIO
CIK 0001846462
· CRD 107618
· SEC-registered investment adviser
$274.7M Reported Value Total
WEALTH DIMENSIONS GROUP, LTD. reports 2,036 total accounts under management (AUM). There are 2,034 discretionary accounts valued at $707,395,334, and 2 non-discretionary accounts valued at $493,215.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-30
Reported value
$274.7M
Quarter over quarter
+4.1%
Holdings
137
Top-10 concentration
59.5%
Key People
Form ADV owners & control persons
Thomas Alfred Curti
MANAGING MEMBER
Douglas Paul Loftus
MANAGING MEMBER
Daniel David Vogelpohl
PRINCIPAL AND FINANCIAL ADVISOR
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13F Metrics
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Q2 2023 13F record
Q2 2023 13F filing summary
| Period of report | June 30, 2023 |
|---|---|
| Filed | August 14, 2023 |
| Form | 13F-HR |
| Reported value | $274.7M |
| Positions | 137 |
| Change in reported value | +6.3% |
| New positions | 9 |
| Exited positions | 5 |
| Position turnover | 9.9% |
| Top-10 concentration | 59.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 22, 2026
|
178 | $558.3M |
|
Q1 2026 13F
Filed May 12, 2026
|
170 | $508.3M |
|
Q4 2025 13F
Filed Feb 13, 2026
|
170 | $504.0M |
|
Q3 2025 13F
Filed Oct 30, 2025
|
177 | $486.5M |
|
Q2 2025 13F
Filed Aug 12, 2025
|
171 | $453.8M |
|
Q1 2025 13F
Filed May 5, 2025
|
160 | $418.9M |
|
Q4 2024 13F
Filed Feb 13, 2025
|
153 | $408.3M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
147 | $394.8M |
|
Q2 2024 13F
Filed Aug 9, 2024
|
140 | $350.8M |
|
Q1 2024 13F
Filed May 9, 2024
|
142 | $338.6M |
|
Q4 2023 13F
Filed Feb 9, 2024
|
135 | $315.8M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
131 | $275.6M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
137 | $274.7M |
|
Q1 2023 13F
Filed May 9, 2023
|
133 | $258.5M |
|
Q4 2022 13F
Filed Feb 10, 2023
|
129 | $244.9M |
|
Q3 2022 13F
Filed Nov 10, 2022
|
120 | $202.1M |
|
Q2 2022 13F
Filed Aug 5, 2022
|
127 | $210.7M |
|
Q1 2022 13F
Filed May 4, 2022
|
131 | $216.0M |
|
Q4 2021 13F
Filed Feb 4, 2022
|
131 | $204.2M |
|
Q3 2021 13F
Filed Nov 3, 2021
|
130 | $156.3M |
3 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VGSH VANGUARD SCOTTSDALE FDS | $34.4M | 12.52% |
| 2 | PG PROCTER AND GAMBLE CO | $21.8M | 7.93% |
| 3 | IVV ISHARES TR | $18.7M | 6.79% |
| 4 | BSV VANGUARD BD INDEX FDS | $17.9M | 6.51% |
| 5 | VONV VANGUARD SCOTTSDALE FDS | $16.0M | 5.84% |
| 6 | VONG VANGUARD SCOTTSDALE FDS | $13.8M | 5.03% |
| 7 | AAPL APPLE INC | $12.5M | 4.53% |
| 8 | VYM VANGUARD WHITEHALL FDS | $10.2M | 3.71% |
| 9 | DFAI DIMENSIONAL ETF TRUST | $9.5M | 3.47% |
| 10 | SPY SPDR S&P 500 ETF TR | $8.7M | 3.18% |
| 11 | MSFT MICROSOFT CORP | $6.0M | 2.17% |
| 12 | IEFA ISHARES TR | $5.5M | 2.02% |
| 13 | DFAE DIMENSIONAL ETF TRUST | $4.0M | 1.46% |
| 14 | DFSV DIMENSIONAL ETF TRUST | $3.5M | 1.26% |
| 15 | ISTB ISHARES TR | $3.4M | 1.25% |
| 16 | IWF ISHARES TR | $2.7M | 0.99% |
| 17 | DFAR DIMENSIONAL ETF TRUST | $2.6M | 0.96% |
| 18 | ACWV ISHARES INC | $2.6M | 0.95% |
| 19 | JNJ JOHNSON & JOHNSON | $2.6M | 0.94% |
| 20 | VTWO VANGUARD SCOTTSDALE FDS | $2.4M | 0.89% |
Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.