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
$275M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$949K
3
+$905K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$456K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$439K

Top Sells

1
+$425K
2
+$330K
3
+$241K
4
UPS icon
United Parcel Service
UPS
+$220K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$217K

Sector Composition

1 Consumer Staples 9.28%
2 Technology 8.86%
3 Healthcare 4.08%
4 Consumer Discretionary 2.23%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.69%
15,385
-233
27
$1.88M 0.69%
11,679
-316
28
$1.77M 0.65%
8,054
+72
29
$1.72M 0.62%
10,867
-27
30
$1.65M 0.6%
3,512
+350
31
$1.47M 0.53%
14,965
+16
32
$1.46M 0.53%
11,165
+126
33
$1.38M 0.5%
32,720
+220
34
$1.33M 0.48%
10,996
-1,792
35
$1.33M 0.48%
24,009
+213
36
$1.24M 0.45%
4,144
+130
37
$1.2M 0.44%
13,406
+1,140
38
$1.11M 0.4%
8,237
-120
39
$1.08M 0.39%
12,969
+19
40
$1.05M 0.38%
4,004
+100
41
$926K 0.34%
6,368
+678
42
$898K 0.33%
9,015
-71
43
$880K 0.32%
9,039
-718
44
$855K 0.31%
5,432
-124
45
$853K 0.31%
3,874
+73
46
$834K 0.3%
3,756
+4
47
$831K 0.3%
5,118
+2,622
48
$828K 0.3%
2,429
+428
49
$794K 0.29%
12,424
-412
50
$732K 0.27%
2,358
+43
1
2
3 4 5