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
76
$484K 0.15%
5,143
-190
77
$474K 0.15%
3,004
-4
78
$472K 0.15%
8,006
-313
79
$470K 0.15%
12,463
-161
80
$464K 0.15%
1,088
-1
81
$456K 0.14%
15,856
-3,391
82
$455K 0.14%
4,135
-74
83
$449K 0.14%
4,352
+250
84
$439K 0.14%
1,241
-58
85
$437K 0.14%
2,049
-50
86
$435K 0.14%
951
87
$433K 0.14%
846
88
$429K 0.14%
2,398
-130
89
$406K 0.13%
10,059
-17
90
$392K 0.12%
981
-996
91
$387K 0.12%
1,104
-204
92
$384K 0.12%
8,026
-380
93
$380K 0.12%
7,233
-885
94
$379K 0.12%
4,870
-943
95
$373K 0.12%
3,340
-290
96
$370K 0.12%
9,186
-215
97
$369K 0.12%
700
-6
98
$368K 0.12%
4,885
-110
99
$364K 0.12%
30,795
100
$349K 0.11%
1,324
-206
2 3
4
5 6