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
76
$504K 0.18%
8,373
+547
77
$497K 0.18%
5,566
+795
78
$491K 0.18%
2,066
+540
79
$485K 0.18%
6,693
+1
80
$481K 0.18%
12,923
+986
81
$452K 0.16%
9,981
+111
82
$451K 0.16%
2,603
+255
83
$450K 0.16%
3,004
+4
84
$443K 0.16%
4,063
-158
85
$429K 0.16%
1,090
+10
86
$424K 0.15%
948
+99
87
$423K 0.15%
5,789
+440
88
$422K 0.15%
2,123
+8
89
$419K 0.15%
8,007
+3
90
$417K 0.15%
4,381
-103
91
$395K 0.14%
1,281
+11
92
$395K 0.14%
7,880
-301
93
$372K 0.14%
8,047
+40
94
$370K 0.13%
31,595
95
$369K 0.13%
10,467
+3
96
$368K 0.13%
1,284
+258
97
$354K 0.13%
4,235
+77
98
$352K 0.13%
1,666
+332
99
$351K 0.13%
4,911
-6
100
$344K 0.13%
850
+100
2 3
4
5 6