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
101
$426K 0.1%
8,145
-1,089
102
$420K 0.1%
5,548
+889
103
$388K 0.1%
3,915
+1,277
104
$371K 0.09%
1,660
-97
105
$369K 0.09%
1,049
+47
106
$369K 0.09%
729
+85
107
$367K 0.09%
2,960
-18
108
$358K 0.09%
3,301
-214
109
$348K 0.09%
909
110
$348K 0.09%
+379
111
$347K 0.09%
667
+263
112
$344K 0.08%
1,006
+50
113
$343K 0.08%
2,842
+166
114
$341K 0.08%
941
+159
115
$340K 0.08%
2,630
-383
116
$335K 0.08%
16,711
-3,095
117
$323K 0.08%
+4,023
118
$315K 0.08%
4,801
-594
119
$306K 0.07%
2,232
120
$302K 0.07%
2,611
+673
121
$298K 0.07%
24,295
122
$287K 0.07%
1,065
-107
123
$285K 0.07%
+2,271
124
$279K 0.07%
1,153
125
$278K 0.07%
3,877
+161
3 4
5
6 7