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
$245M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$4.43M
3
+$3.18M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.69M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.64M

Top Sells

1
+$5.44M
2
+$3.02M
3
+$744K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$293K
5
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$279K

Sector Composition

1 Consumer Staples 10.53%
2 Technology 6.92%
3 Healthcare 4.8%
4 Financials 3.26%
5 Consumer Discretionary 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$309K 0.13%
7,358
-847
102
$308K 0.13%
2,085
-27
103
$306K 0.13%
2,232
104
$294K 0.12%
1,105
-14
105
$285K 0.12%
2,965
106
$280K 0.11%
18,527
107
$280K 0.11%
2,818
+1
108
$269K 0.11%
+2,295
109
$267K 0.11%
3,272
-41
110
$264K 0.11%
6,954
111
$254K 0.1%
+1,059
112
$250K 0.1%
5,347
113
$247K 0.1%
+1,819
114
$246K 0.1%
2,355
115
$245K 0.1%
1,616
116
$241K 0.1%
979
117
$241K 0.1%
18,990
118
$240K 0.1%
+3,604
119
$239K 0.1%
+2,999
120
$234K 0.1%
5,424
121
$220K 0.09%
+3,930
122
$211K 0.09%
+6,410
123
$207K 0.08%
+2,281
124
$205K 0.08%
76,125
125
$204K 0.08%
+1,171
2 3 4
5
6