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
101
$342K 0.11%
5,085
+126
102
$342K 0.11%
3,739
-232
103
$339K 0.11%
2,924
+5
104
$332K 0.11%
9,384
+22
105
$320K 0.1%
3,506
+27
106
$318K 0.1%
1,435
107
$311K 0.1%
76,125
108
$303K 0.1%
18,050
-2
109
$295K 0.09%
5,880
-2,000
110
$290K 0.09%
2,978
-149
111
$275K 0.09%
2,868
-14
112
$272K 0.09%
2,903
-114
113
$268K 0.08%
3,696
-4
114
$267K 0.08%
902
-229
115
$265K 0.08%
2,232
116
$264K 0.08%
2,430
-15
117
$258K 0.08%
6,409
-144
118
$255K 0.08%
1,171
119
$254K 0.08%
5,347
120
$252K 0.08%
7,471
-414
121
$235K 0.07%
3,540
+102
122
$230K 0.07%
14,372
-474
123
$228K 0.07%
+965
124
$223K 0.07%
+1,633
125
$221K 0.07%
2,187
-120
2 3 4
5
6