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
$316M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$8.38M
3
+$2.83M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.72M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.2M

Top Sells

1
+$1.69M
2
+$554K
3
+$474K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$429K
5
DE icon
Deere & Co
DE
+$398K

Sector Composition

1 Technology 10.88%
2 Consumer Staples 8.22%
3 Healthcare 3.44%
4 Financials 2.11%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.63%
40,430
+110
27
$1.98M 0.63%
14,497
-868
28
$1.93M 0.61%
8,291
-21
29
$1.87M 0.59%
18,821
+1,863
30
$1.84M 0.58%
16,873
-709
31
$1.82M 0.58%
18,211
-263
32
$1.74M 0.55%
2,982
-512
33
$1.73M 0.55%
11,394
+141
34
$1.46M 0.46%
10,354
-527
35
$1.38M 0.44%
14,226
-296
36
$1.35M 0.43%
24,529
-59
37
$1.14M 0.36%
12,894
-148
38
$1.11M 0.35%
3,741
-379
39
$1.1M 0.35%
7,463
-622
40
$1.09M 0.34%
3,772
-46
41
$1.02M 0.32%
4,109
+91
42
$977K 0.31%
5,743
-384
43
$953K 0.3%
8,806
-303
44
$898K 0.28%
3,784
-90
45
$846K 0.27%
16,839
-223
46
$846K 0.27%
2,441
+5
47
$827K 0.26%
7,994
-855
48
$825K 0.26%
5,532
+82
49
$795K 0.25%
7,810
+4
50
$789K 0.25%
2,211
-218
1
2
3 4 5