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
51
$723K 0.26%
19,472
+1,967
52
$710K 0.26%
19,369
+568
53
$693K 0.25%
13,401
+188
54
$683K 0.25%
1,850
+245
55
$668K 0.24%
1,450
+4
56
$661K 0.24%
12,640
-230
57
$660K 0.24%
5,824
-82
58
$657K 0.24%
5,520
+798
59
$638K 0.23%
13,584
+89
60
$631K 0.23%
7,193
+1,251
61
$617K 0.22%
1,514
-1
62
$605K 0.22%
8,613
-5
63
$601K 0.22%
3,246
+4
64
$598K 0.22%
2,651
-78
65
$586K 0.21%
3,132
+1
66
$586K 0.21%
2,071
67
$580K 0.21%
2,749
-24
68
$572K 0.21%
4,779
69
$570K 0.21%
4,228
+119
70
$569K 0.21%
4,783
+26
71
$568K 0.21%
4,242
-111
72
$564K 0.21%
18,220
-46
73
$563K 0.21%
7,726
74
$545K 0.2%
16,303
-74
75
$544K 0.2%
5,577
-65
1 2
3
4 5