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
101
$342K 0.12%
3,940
+10
102
$339K 0.12%
21,260
+452
103
$337K 0.12%
3,401
+1
104
$316K 0.12%
6,642
+232
105
$313K 0.11%
3,613
-68
106
$312K 0.11%
650
+114
107
$310K 0.11%
2,978
+623
108
$297K 0.11%
1,208
+93
109
$293K 0.11%
2,826
-117
110
$288K 0.1%
+1,388
111
$280K 0.1%
2,026
-141
112
$273K 0.1%
3,019
+54
113
$269K 0.1%
6,803
-91
114
$265K 0.1%
2,232
115
$263K 0.1%
3,605
+61
116
$256K 0.09%
3,025
+26
117
$254K 0.09%
5,347
118
$253K 0.09%
2,295
119
$253K 0.09%
76,125
120
$245K 0.09%
1,082
+103
121
$237K 0.09%
1,171
122
$232K 0.08%
14,846
123
$228K 0.08%
2,262
-19
124
$228K 0.08%
1,058
-21
125
$221K 0.08%
5,424
2 3 4
5
6