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
76
$494K 0.18%
5,333
-244
77
$466K 0.17%
8,319
-54
78
$462K 0.17%
951
+3
79
$451K 0.16%
5,560
-6
80
$433K 0.16%
8,118
+111
81
$431K 0.16%
1,089
-1
82
$426K 0.15%
3,008
+4
83
$424K 0.15%
10,076
+95
84
$409K 0.15%
12,624
-299
85
$408K 0.15%
4,209
+146
86
$403K 0.15%
5,813
+24
87
$402K 0.15%
1,308
+27
88
$397K 0.14%
2,099
-24
89
$395K 0.14%
7,880
90
$390K 0.14%
1,299
+15
91
$385K 0.14%
2,528
-75
92
$368K 0.13%
8,406
+359
93
$366K 0.13%
4,102
-279
94
$362K 0.13%
9,362
-1,105
95
$356K 0.13%
706
+56
96
$350K 0.13%
2,919
+93
97
$348K 0.13%
9,401
+2,759
98
$344K 0.12%
4,995
-1,698
99
$336K 0.12%
4,959
+48
100
$326K 0.12%
846
+275
2 3
4
5 6