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
51
$1.13M 0.27%
3,631
-18
52
$1.03M 0.25%
4,133
+161
53
$1.01M 0.24%
2,164
-93
54
$1.01M 0.24%
6,533
+219
55
$1M 0.24%
9,591
+9
56
$967K 0.23%
3,732
+17
57
$964K 0.23%
1,759
-23
58
$964K 0.23%
5,638
-35
59
$959K 0.23%
1,801
-37
60
$924K 0.22%
1,798
+6
61
$911K 0.22%
4,695
-224
62
$886K 0.21%
4,440
63
$858K 0.2%
6,387
-36
64
$840K 0.2%
14,392
+1
65
$797K 0.19%
2,150
+64
66
$787K 0.19%
9,249
67
$766K 0.18%
8,723
+348
68
$757K 0.18%
+11,865
69
$755K 0.18%
29,783
+1,938
70
$746K 0.18%
12,097
+608
71
$729K 0.17%
6,265
-527
72
$727K 0.17%
4,732
+2
73
$707K 0.17%
7,684
-224
74
$699K 0.17%
1,186
75
$685K 0.16%
15,454
-213
1 2
3
4 5