WDG

Wealth Dimensions Group Portfolio holdings

AUM $486M
1-Year Est. Return 11.75%
This Quarter Est. Return
1 Year Est. Return
+11.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$4.43M
3
+$3.18M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.69M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.64M

Top Sells

1
+$5.44M
2
+$3.02M
3
+$744K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$293K
5
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$279K

Sector Composition

1 Consumer Staples 10.53%
2 Technology 6.92%
3 Healthcare 4.8%
4 Financials 3.26%
5 Consumer Discretionary 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.69%
+68,214
27
$1.65M 0.67%
10,891
+9,125
28
$1.64M 0.67%
+77,641
29
$1.64M 0.67%
8,034
+5,328
30
$1.49M 0.61%
14,590
+6,927
31
$1.45M 0.59%
14,937
-1,181
32
$1.3M 0.53%
7,222
+139
33
$1.28M 0.52%
12,417
+723
34
$1.25M 0.51%
23,028
-443
35
$1.1M 0.45%
3,004
-71
36
$1.07M 0.44%
4,071
+358
37
$1.07M 0.44%
12,048
+168
38
$1.06M 0.43%
12,895
-1,952
39
$1.04M 0.43%
12,432
+430
40
$988K 0.4%
13,738
+1,372
41
$987K 0.4%
3,126
-88
42
$950K 0.39%
8,337
-528
43
$909K 0.37%
17,732
+1,089
44
$888K 0.36%
2,876
-237
45
$865K 0.35%
3,293
-574
46
$857K 0.35%
6,392
+213
47
$855K 0.35%
9,034
+4
48
$752K 0.31%
1,546
+3
49
$731K 0.3%
6,060
+7
50
$696K 0.28%
4,306
+100
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2
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