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
101
$486K 0.12%
6,785
-528
102
$478K 0.11%
2,768
+1,521
103
$453K 0.11%
5,548
104
$438K 0.1%
+6,130
105
$418K 0.1%
13,616
-125
106
$401K 0.1%
+1,951
107
$399K 0.1%
3,798
-117
108
$394K 0.09%
2,681
+51
109
$387K 0.09%
409
+30
110
$387K 0.09%
739
+10
111
$386K 0.09%
1,096
+90
112
$384K 0.09%
8,802
-57
113
$383K 0.09%
16,861
+150
114
$358K 0.09%
5,045
+1,168
115
$357K 0.09%
4,862
+61
116
$348K 0.08%
2,854
+12
117
$333K 0.08%
4,913
+1,305
118
$333K 0.08%
1,226
+408
119
$332K 0.08%
667
120
$328K 0.08%
2,993
+33
121
$328K 0.08%
994
+53
122
$327K 0.08%
2,465
-146
123
$325K 0.08%
1,041
-8
124
$322K 0.08%
3,301
125
$311K 0.07%
3,171
+430
3 4
5
6 7