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
76
$637K 0.16%
1,312
-87
77
$626K 0.15%
14,252
+7,989
78
$617K 0.15%
1,186
+10
79
$615K 0.15%
2,490
+19
80
$595K 0.15%
667
+49
81
$582K 0.14%
2,422
+398
82
$563K 0.14%
1,782
+188
83
$560K 0.14%
7,352
-245
84
$536K 0.13%
8,859
+8
85
$527K 0.13%
1,603
+86
86
$525K 0.13%
8,587
-3,418
87
$517K 0.13%
9,132
+42
88
$516K 0.13%
2,946
-69
89
$508K 0.12%
4,219
-5
90
$505K 0.12%
10,554
+2,908
91
$502K 0.12%
12,547
-158
92
$490K 0.12%
3,222
+128
93
$486K 0.12%
7,164
+287
94
$481K 0.12%
4,255
+466
95
$472K 0.12%
2,339
-35
96
$468K 0.11%
20,557
-78
97
$462K 0.11%
1,091
+99
98
$455K 0.11%
7,313
+109
99
$432K 0.11%
13,741
-290
100
$426K 0.1%
1,274
+52
2 3
4
5 6