DPW
DiNuzzo Private Wealth Portfolio holdings
AUM
$842M
1-Year Return
9.18%
This Quarter Return
+5.82%
1 Year Return
+9.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$842M
AUM Growth
+$48M
(+6%)
Cap. Flow
+$3.69M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
68.24%
Holding
1,417
New
36
Increased
417
Reduced
425
Closed
52
Top Buys
| 1 |
Dimensional US Small Cap Value ETF
DFSV
|
+$2.85M |
| 2 |
Dimensional US Equity ETF
DFUS
|
+$1.82M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
+$1.66M |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$1.36M |
| 5 |
Clearwater Analytics
CWAN
|
+$1.25M |
Top Sells
| 1 |
Newmont
NEM
|
+$3.5M |
| 2 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$2.56M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
+$1.36M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$494K |
| 5 |
Dimensional World Equity ETF
DFAW
|
+$473K |
Sector Composition
| 1 | Technology | 1.42% |
| 2 | Consumer Discretionary | 0.45% |
| 3 | Financials | 0.43% |
| 4 | Industrials | 0.26% |
| 5 | Energy | 0.19% |
