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
51
$617K 0.25%
12,750
-85
52
$602K 0.25%
13,495
-9
53
$600K 0.25%
5,932
+1,108
54
$571K 0.23%
14,593
+2,508
55
$568K 0.23%
11,913
+776
56
$562K 0.23%
2,820
+420
57
$559K 0.23%
2,925
+67
58
$557K 0.23%
7,804
+90
59
$555K 0.23%
6,294
+181
60
$548K 0.22%
2,556
+332
61
$543K 0.22%
3,004
+201
62
$538K 0.22%
3,087
+275
63
$537K 0.22%
1,545
-20
64
$531K 0.22%
1,513
-144
65
$528K 0.22%
2,773
+161
66
$523K 0.21%
4,757
67
$521K 0.21%
1,951
+409
68
$516K 0.21%
3,659
-194
69
$510K 0.21%
11,705
-711
70
$508K 0.21%
7,726
71
$500K 0.2%
7,858
+1,471
72
$491K 0.2%
33,600
+1,820
73
$479K 0.2%
4,367
+75
74
$478K 0.2%
3,880
+153
75
$473K 0.19%
892
+31
1 2
3
4 5