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
126
$204K 0.08%
+370
127
$172K 0.07%
13,573
128
$160K 0.07%
11,521
129
$12.5K 0.01%
2,065
130
– –
-1,435
131
– –
-4,720
132
– –
-1,480
2 3 4 5
6