DPW
DiNuzzo Private Wealth Portfolio holdings
AUM
$842M
1-Year Return
9.18%
This Quarter Return
+5.95%
1 Year Return
+9.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$811M
AUM Growth
+$70.1M
(+9.5%)
Cap. Flow
+$27.8M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
69.46%
Holding
1,481
New
71
Increased
465
Reduced
318
Closed
45
Top Buys
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
+$9.65M |
| 2 |
McDonald's
MCD
|
+$2.22M |
| 3 |
Apple
AAPL
|
+$1.97M |
| 4 |
Gold Royalty Corp
GROY
|
+$1.94M |
| 5 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$1.56M |
Top Sells
| 1 |
Dimensional World Equity ETF
DFAW
|
+$2.31M |
| 2 |
Pinterest
PINS
|
+$1.66M |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
+$892K |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$883K |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
+$708K |
Sector Composition
| 1 | Technology | 1.2% |
| 2 | Consumer Discretionary | 0.45% |
| 3 | Financials | 0.4% |
| 4 | Materials | 0.27% |
| 5 | Industrials | 0.27% |
