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
$276M
AUM Growth
+$964K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.94M
3
+$1.39M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.14M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.04M

Top Sells

1
+$564K
2
+$530K
3
+$288K
4
NSC icon
Norfolk Southern
NSC
+$245K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$220K

Sector Composition

1 Consumer Staples 9.58%
2 Technology 8.25%
3 Healthcare 4.04%
4 Financials 2.2%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.67%
15,365
-20
27
$1.81M 0.66%
17,582
-189
28
$1.8M 0.65%
11,691
+12
29
$1.75M 0.64%
40,320
+7,600
30
$1.74M 0.63%
11,449
+582
31
$1.73M 0.63%
8,312
+258
32
$1.59M 0.58%
16,958
+1,993
33
$1.43M 0.52%
10,881
-115
34
$1.43M 0.52%
11,253
+88
35
$1.32M 0.48%
24,588
+579
36
$1.28M 0.47%
14,522
+1,116
37
$1.09M 0.39%
4,120
-24
38
$1.07M 0.39%
8,085
-152
39
$1.03M 0.37%
3,818
+62
40
$1.01M 0.36%
4,018
+14
41
$987K 0.36%
13,042
+73
42
$919K 0.33%
5,450
+18
43
$905K 0.33%
8,849
-190
44
$889K 0.32%
6,127
-241
45
$859K 0.31%
9,109
+94
46
$851K 0.31%
2,429
47
$823K 0.3%
3,874
48
$797K 0.29%
5,127
+9
49
$746K 0.27%
1,977
+1,127
50
$736K 0.27%
2,436
+78
1
2
3 4 5