Wealth Dimensions Group, Ltd.

RIA/Wealth

Wealth Dimensions Group, Ltd. is a RIA/Wealth based in Cincinnati, OH led by Thomas Alfred Curti, reporting $1.0B in AUM as of Q3 2025 with 70% ETF concentration and 56% concentrated in top 10 holdings.

Managing PartnerThomas Alfred Curti

Portfolio Value: $486.4M
Positions: 177
Top Holding: DFAI at 9.66%
Last Reported: Q3 2025

Address7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249, United States

Top Holdings

Largest long holdings in Wealth Dimensions Group, Ltd.'s portfolio (55.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional International Core Equity Market DFAI	ETF ETF	$47.0M	9.66%	+$2.0M Bought	— 1.3M shares	Q1 2022 Held for 3y 8m
2 Vanguard Short-Term Treasury VGSH	ETF ETF	$45.2M	9.29%	+$1.6M Bought	— 767.5K shares	Q2 2022 Held for 3y 5m
3 Vanguard Russell 1000 Value ETF VONV	ETF ETF	$28.6M	5.88%	+$1.1M Bought	— 320.2K shares	Q4 2020 Held for 4y 11m
4 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$27.3M	5.61%	-$59.9K Sold	0.01% 177.5K shares	Q4 2020 Held for 4y 11m
5 iShares Core S&P 500 ETF IVV	ETF ETF	$26.7M	5.49%	+$195.4K Bought	— 39.9K shares	Q4 2020 Held for 4y 11m
6 Vanguard Russell 1000 Growth VONG	ETF ETF	$24.2M	4.98%	+$39.8K Bought	— 201.0K shares	Q4 2020 Held for 4y 11m
7 Vanguard High Dividend Yield VYM	ETF ETF	$21.2M	4.36%	+$535.3K Bought	— 150.5K shares	Q4 2020 Held for 4y 11m
8 Vanguard Short-Term Bond BSV	ETF ETF	$19.2M	3.94%	+$123.3K Bought	— 242.8K shares	Q4 2020 Held for 4y 11m
9 Apple AAPL	Consumer Electronics Technology	$16.3M	3.35%	-$354.2K Sold	0.00% 63.9K shares	Q4 2020 Held for 4y 11m
10 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$16.1M	3.30%	+$827.2K Bought	— 509.2K shares	Q1 2022 Held for 3y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Dimensions Group, Ltd.'s latest filing

See all changes

GthenC

Market Value

$486.4M

Prior: $453.8M

Q/Q Change

+7.21%

+$32.7M

Net Flows % of MV

+1.41%

Turnover Ratio

2.02%

New Purchases

7 stocks

$1.4M

Added To

67 stocks

+$11.7M

Sold Out Of

3 stocks

$665.8K

Reduced Holdings

71 stocks

-$5.5M

Increased Positions

Position	Shares Δ	Change
1 Energy Transfer ET	New	0 → 15.1K +$258.8K
2 L3Harris Technologies LHX	New	0 → 731.0 +$223.3K
3 Leidos Holdings LDOS	New	0 → 1.2K +$223.0K
4 Invesco NASDAQ 100 ETF QQQM	New	0 → 896.0 +$221.4K
5 Utilities Select Sector SPDR Fund XLU	New	0 → 2.5K +$215.5K

Decreased Positions

Position	Shares Δ	Change
1 American Express AXP	Sold	761.0 → 0 −$242.7K
2 lululemon athletica LULU	Sold	911.0 → 0 −$216.6K
3 Consumer Staples Select Sector SPDR Fund XLP	Sold	2.6K → 0 −$206.5K
4 Joby Aviation JOBY	-86.22%	22.0K → 3.0K −$306.1K
5 iShares ESG Aware MSCI EAFE ETF ESGD	-48.72%	7.3K → 3.7K −$330.4K