WEALTH DIMENSIONS GROUP LTD
Q2 2026 Form 13-F
CINCINNATI, OHIO
CIK 0001846462
· CRD 107618
· SEC-registered investment adviser
$558.3M Reported Value Total
WEALTH DIMENSIONS GROUP, LTD. reports 2,656 total accounts under management (AUM). There are 2,642 discretionary accounts valued at $1,221,257,104, and 14 non-discretionary accounts valued at $13,922,395.
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
$558.3M
Quarter over quarter
+9.2%
Holdings
178
Top-10 concentration
57.4%
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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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 22, 2026 |
| Form | 13F-HR |
| Reported value | $558.3M |
| Positions | 178 |
| Change in reported value | +9.8% |
| New positions | 14 |
| Exited positions | 6 |
| Position turnover | 10.9% |
| Top-10 concentration | 57.4% |
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 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DFAI DIMENSIONAL ETF TRUST | $60.4M | 10.81% |
| 2 | VGSH VANGUARD SCOTTSDALE FDS | $51.4M | 9.2% |
| 3 | VONV VANGUARD SCOTTSDALE FDS | $35.3M | 6.32% |
| 4 | PG PROCTER & GAMBLE CO | $29.9M | 5.36% |
| 5 | IVV ISHARES TR | $27.5M | 4.93% |
| 6 | VONG VANGUARD SCOTTSDALE FDS | $26.3M | 4.7% |
| 7 | VYM VANGUARD WHITEHALL FDS | $24.6M | 4.41% |
| 8 | DFAE DIMENSIONAL ETF TRUST | $23.1M | 4.13% |
| 9 | DFSV DIMENSIONAL ETF TRUST | $22.8M | 4.08% |
| 10 | BSV VANGUARD BD INDEX FDS | $19.5M | 3.49% |
| 11 | DFAR DIMENSIONAL ETF TRUST | $18.8M | 3.36% |
| 12 | AAPL APPLE INC | $17.6M | 3.15% |
| 13 | SPY STATE STR SPDR S&P 500 ETF T | $13.5M | 2.41% |
| 14 | NVDA NVIDIA CORPORATION | $9.9M | 1.78% |
| 15 | DFCF DIMENSIONAL ETF TRUST | $8.7M | 1.56% |
| 16 | IEFA ISHARES TR | $7.2M | 1.29% |
| 17 | MSFT MICROSOFT CORP | $6.5M | 1.16% |
| 18 | IOT SAMSARA INC | $5.2M | 0.93% |
| 19 | LLY ELI LILLY & CO | $4.4M | 0.78% |
| 20 | VTWO VANGUARD SCOTTSDALE FDS | $3.7M | 0.66% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.