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
76
$665K 0.16%
4,758
-57
77
$665K 0.16%
4,189
-30
78
$653K 0.16%
1,463
+151
79
$652K 0.16%
14,370
+1,823
80
$650K 0.16%
3,812
-500
81
$628K 0.15%
4,736
+481
82
$628K 0.15%
673
+6
83
$610K 0.15%
7,473
+121
84
$606K 0.14%
1,729
-53
85
$595K 0.14%
9,802
+5,604
86
$588K 0.14%
14,090
-162
87
$582K 0.14%
20,584
+27
88
$581K 0.14%
9,532
+400
89
$581K 0.14%
1,902
+299
90
$581K 0.14%
5,883
-171
91
$575K 0.14%
2,466
-24
92
$567K 0.14%
2,447
+108
93
$562K 0.13%
8,297
-290
94
$559K 0.13%
7,591
+427
95
$542K 0.13%
10,663
+109
96
$538K 0.13%
2,426
+4
97
$518K 0.12%
3,456
+234
98
$514K 0.12%
1,094
+3
99
$511K 0.12%
2,950
+4
100
$492K 0.12%
8,189
+44
2 3
4
5 6