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
$408M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.82M
3
+$1.46M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.02M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1M

Top Sells

1
+$393K
2
+$333K
3
+$233K
4
PG icon
Procter & Gamble
PG
+$231K
5
CB icon
Chubb
CB
+$225K

Sector Composition

1 Technology 11.26%
2 Consumer Staples 7.78%
3 Healthcare 3.14%
4 Financials 2.42%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.53%
11,352
-96
27
$2.15M 0.53%
41,234
-61
28
$2.11M 0.52%
11,376
-126
29
$2.1M 0.52%
7,968
+157
30
$2.04M 0.5%
14,134
-28
31
$1.95M 0.48%
13,515
-384
32
$1.88M 0.46%
11,436
-603
33
$1.87M 0.46%
17,375
-653
34
$1.71M 0.42%
17,698
+4,176
35
$1.67M 0.41%
7,195
+3,152
36
$1.66M 0.41%
16,673
+456
37
$1.56M 0.38%
14,513
+53
38
$1.54M 0.38%
6,421
+1,024
39
$1.5M 0.37%
3,715
-577
40
$1.4M 0.34%
24,281
-7
41
$1.31M 0.32%
407,965
42
$1.24M 0.3%
4,292
+152
43
$1.24M 0.3%
7,432
+142
44
$1.21M 0.3%
2,072
+522
45
$1.2M 0.29%
6,314
+904
46
$1.17M 0.29%
4,020
+120
47
$1.16M 0.29%
13,075
+310
48
$1.16M 0.28%
8,069
49
$1.15M 0.28%
2,257
+560
50
$1.11M 0.27%
2,863
+529
1
2
3 4 5