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
51
$778K 0.25%
7,751
-16,841
52
$763K 0.24%
5,462
+242
53
$724K 0.23%
1,598
-9
54
$723K 0.23%
1,766
+92
55
$720K 0.23%
2,762
-37
56
$696K 0.22%
12,550
-490
57
$692K 0.22%
4,466
+144
58
$691K 0.22%
4,224
-194
59
$687K 0.22%
4,749
-81
60
$676K 0.21%
3,368
+2
61
$657K 0.21%
2,115
-52
62
$653K 0.21%
5,573
-68
63
$648K 0.21%
1,483
-32
64
$617K 0.2%
13,489
-130
65
$609K 0.19%
12,056
-592
66
$608K 0.19%
8,671
+14
67
$607K 0.19%
16,856
-1,908
68
$592K 0.19%
3,486
-18
69
$584K 0.18%
7,726
70
$545K 0.17%
3,196
-1,931
71
$544K 0.17%
2,445
-76
72
$522K 0.17%
10,180
-2,251
73
$505K 0.16%
4,789
-798
74
$502K 0.16%
1,928
-356
75
$488K 0.15%
5,401
-159
1 2
3
4 5