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
126
$310K 0.07%
1,539
-121
127
$307K 0.07%
1,144
-130
128
$301K 0.07%
24,295
129
$293K 0.07%
2,232
130
$282K 0.07%
2,940
131
$277K 0.07%
1,171
+149
132
$274K 0.07%
1,065
133
$272K 0.06%
6,223
134
$266K 0.06%
5,322
135
$265K 0.06%
1,251
+260
136
$262K 0.06%
7,756
-196
137
$258K 0.06%
911
+2
138
$257K 0.06%
2,203
-68
139
$255K 0.06%
+2,091
140
$252K 0.06%
5,079
+516
141
$251K 0.06%
1,265
142
$250K 0.06%
2,238
143
$244K 0.06%
1,153
144
$238K 0.06%
1,633
145
$236K 0.06%
891
-22
146
$233K 0.06%
3,241
+246
147
$231K 0.06%
+3,915
148
$229K 0.05%
+9,500
149
$223K 0.05%
1,295
+1
150
$219K 0.05%
17,900
3 4 5
6
7