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
51
$1.1M 0.27%
9,582
+724
52
$1.02M 0.25%
5,738
+1,125
53
$1.01M 0.25%
5,673
-401
54
$981K 0.24%
4,440
+1,066
55
$966K 0.24%
1,792
+109
56
$963K 0.24%
4,919
+1,640
57
$951K 0.23%
3,649
+175
58
$938K 0.23%
1,782
+753
59
$898K 0.22%
6,201
+208
60
$897K 0.22%
14,391
+1,913
61
$873K 0.21%
3,972
+40
62
$856K 0.21%
2,086
-110
63
$843K 0.21%
6,423
-151
64
$833K 0.2%
1,838
-41
65
$818K 0.2%
9,249
+4,455
66
$802K 0.2%
4,815
-26
67
$763K 0.19%
4,312
+780
68
$757K 0.19%
8,375
+783
69
$742K 0.18%
6,792
-73
70
$739K 0.18%
27,845
+3,552
71
$727K 0.18%
4,730
+22
72
$680K 0.17%
11,489
+117
73
$674K 0.17%
6,054
+612
74
$665K 0.16%
15,667
-643
75
$651K 0.16%
7,908
+78
1 2
3
4 5