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
126
$220K 0.08%
+2,064
127
$216K 0.08%
+571
128
$215K 0.08%
3,405
+146
129
$215K 0.08%
5,169
-832
130
$211K 0.08%
+3,877
131
$210K 0.08%
+1,435
132
$209K 0.08%
+17,900
133
$201K 0.07%
+1,144
134
$201K 0.07%
+1,349
135
$201K 0.07%
+2,704
136
$181K 0.07%
13,573
137
$166K 0.06%
11,521
138
– –
-2,065
139
– –
-11,789
140
– –
-1,133
141
– –
-370
142
– –
-18,990
2 3 4 5
6