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Wealth Dimensions Group, Ltd. → MSFT

Wealth Dimensions Group, Ltd. MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$9.3M
Q3 2026
Peak value
$9.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.2M
Q1 2026$6.4M
Q2 2026$6.5M
Q3 2026$9.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.3M18.1K——
Q2 2026$6.5M17.3K——
Q1 2026$6.4M17.2K——
Q4 2025$8.2M17.0K——

Other funds holding MSFT

Other Wealth Dimensions Group, Ltd. positions

CRDO

DIMENSIONAL ETF TRUST

$63.1M
CRDO

DIMENSIONAL ETF TRUST

$60.4M
CRDO

DIMENSIONAL ETF TRUST

$55.4M
VGES

VANGUARD SCOTTSDALE FDS

$54.4M
CRDO

DIMENSIONAL ETF TRUST

$52.2M
VGES

VANGUARD SCOTTSDALE FDS

$51.4M
VGES

VANGUARD SCOTTSDALE FDS

$49.3M
VGES

VANGUARD SCOTTSDALE FDS

$47.3M