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
126
$274K 0.07%
2,940
-49
127
$271K 0.07%
+818
128
$260K 0.06%
6,223
129
$258K 0.06%
5,322
130
$250K 0.06%
2,741
+276
131
$246K 0.06%
14,201
-181
132
$246K 0.06%
1,294
+3
133
$241K 0.06%
+691
134
$241K 0.06%
4,198
+20
135
$235K 0.06%
7,952
+197
136
$233K 0.06%
+1,022
137
$232K 0.06%
1,347
-137
138
$232K 0.06%
913
+3
139
$229K 0.06%
4,563
+512
140
$228K 0.06%
1,265
141
$227K 0.06%
+766
142
$226K 0.06%
974
143
$225K 0.06%
1,633
144
$224K 0.05%
+991
145
$218K 0.05%
17,900
146
$218K 0.05%
2,238
+7
147
$216K 0.05%
3,608
-42
148
$215K 0.05%
2,035
149
$211K 0.05%
1,247
150
$210K 0.05%
+2,995
3 4 5
6
7