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
151
$200K 0.05%
2,550
152
$185K 0.05%
13,205
153
$175K 0.04%
11,521
154
– –
-896
155
– –
-1,060
156
– –
-781
3 4 5 6
7