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
51
$722K 0.26%
12,431
+7
52
$689K 0.25%
7,806
+613
53
$683K 0.25%
5,220
+441
54
$680K 0.25%
12,648
-753
55
$657K 0.24%
1,607
+157
56
$650K 0.24%
13,040
+400
57
$644K 0.23%
4,322
+94
58
$638K 0.23%
19,247
-122
59
$623K 0.23%
18,764
-708
60
$620K 0.22%
4,418
+176
61
$609K 0.22%
13,619
+35
62
$607K 0.22%
5,641
-183
63
$607K 0.22%
17,062
+759
64
$600K 0.22%
1,674
-176
65
$595K 0.22%
1,515
+1
66
$595K 0.22%
3,366
+234
67
$594K 0.22%
3,504
+258
68
$592K 0.21%
5,587
+67
69
$590K 0.21%
2,167
+96
70
$560K 0.2%
8,657
+44
71
$536K 0.19%
2,799
+50
72
$536K 0.19%
4,830
+47
73
$534K 0.19%
7,726
74
$525K 0.19%
2,284
+218
75
$524K 0.19%
2,521
-130
1 2
3
4 5