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
151
$218K 0.05%
2,668
-1,355
152
$217K 0.05%
692
+1
153
$215K 0.05%
2,035
154
$215K 0.05%
+4,657
155
$208K 0.05%
2,550
156
$206K 0.05%
+681
157
$205K 0.05%
761
-5
158
$201K 0.05%
974
159
$166K 0.04%
11,521
160
$161K 0.04%
12,253
-952
161
– –
-14,201
162
– –
-1,347
3 4 5 6
7