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
101
$317K 0.12%
30,795
-800
102
$311K 0.11%
3,971
-264
103
$310K 0.11%
1,530
-136
104
$309K 0.11%
1,131
-77
105
$302K 0.11%
3,127
+108
106
$302K 0.11%
3,630
-310
107
$272K 0.1%
3,479
-134
108
$271K 0.1%
18,052
-3,208
109
$268K 0.1%
3,017
-8
110
$263K 0.1%
2,882
-519
111
$257K 0.09%
3,700
+95
112
$254K 0.09%
2,106
+80
113
$253K 0.09%
5,347
114
$249K 0.09%
2,232
115
$249K 0.09%
6,553
-250
116
$242K 0.09%
76,125
117
$235K 0.09%
2,307
+45
118
$234K 0.08%
2,445
+150
119
$234K 0.08%
1,058
120
$229K 0.08%
1,171
121
$223K 0.08%
1,435
122
$223K 0.08%
14,846
123
$221K 0.08%
4,974
-195
124
$216K 0.08%
+7,885
125
$213K 0.08%
3,438
+33
2 3 4
5
6