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
$419M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.74M
3
+$1.48M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.22M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.21M

Top Sells

1
+$1.72M
2
+$246K
3
+$232K
4
PG icon
Procter & Gamble
PG
+$211K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$111K

Sector Composition

1 Technology 9.47%
2 Consumer Staples 7.76%
3 Healthcare 3.47%
4 Financials 2.53%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.54%
13,622
+107
27
$2.13M 0.51%
11,344
-32
28
$2.13M 0.51%
11,161
-191
29
$2.1M 0.5%
8,131
+163
30
$2.08M 0.5%
17,507
+132
31
$1.94M 0.46%
12,407
-106
32
$1.93M 0.46%
9,619
+2,187
33
$1.91M 0.46%
14,371
+237
34
$1.76M 0.42%
14,457
-56
35
$1.76M 0.42%
407,965
36
$1.67M 0.4%
11,076
-360
37
$1.64M 0.39%
16,586
-1,112
38
$1.63M 0.39%
18,150
+1,477
39
$1.63M 0.39%
6,632
+211
40
$1.45M 0.35%
25,416
+1,135
41
$1.36M 0.33%
8,146
+951
42
$1.3M 0.31%
4,150
+130
43
$1.24M 0.3%
2,155
+83
44
$1.23M 0.29%
4,471
+179
45
$1.2M 0.29%
5,704
-34
46
$1.19M 0.29%
7,143
+942
47
$1.19M 0.28%
+41,775
48
$1.19M 0.28%
13,133
+58
49
$1.19M 0.28%
8,035
-34
50
$1.15M 0.28%
3,150
+287
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