WDG
Wealth Dimensions Group Portfolio holdings
AUM
$454M
This Quarter Return
+9.09%
1 Year Return
+12.81%
3 Year Return
+45.27%
5 Year Return
–
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+15%)
Cap. Flow
+$18.6M
Cap. Flow
% of AUM
5.88%
Top 10 Holdings %
Top 10 Hldgs %
59.75%
Holding
139
New
8
Increased
28
Reduced
86
Closed
4
Top Buys
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
$9.2M |
| 2 |
Samsara
IOT
|
$8.38M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$2.83M |
| 4 |
Dimensional US Real Estate ETF
DFAR
|
$1.72M |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
$1.2M |
Top Sells
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$1.69M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$554K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$474K |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
$429K |
| 5 |
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% |
