DPW
DiNuzzo Private Wealth Portfolio holdings
AUM
$842M
This Quarter Return
-0.39%
1 Year Return
+9.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$741M
AUM Growth
+$741M
(-0.04%)
Cap. Flow
+$4.31M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
70.81%
Holding
1,443
New
79
Increased
1,101
Reduced
79
Closed
33
Top Buys
Top Sells
| 1 |
Samsara
IOT
|
$2.02M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$1.23M |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
$948K |
| 4 |
Dimensional World Equity ETF
DFAW
|
$647K |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$629K |
Sector Composition
| 1 | Technology | 0.59% |
| 2 | Communication Services | 0.44% |
| 3 | Financials | 0.2% |
| 4 | Industrials | 0.13% |
| 5 | Healthcare | 0.11% |
