DPW
DiNuzzo Private Wealth Portfolio holdings
AUM
$842M
1-Year Return
9.18%
This Quarter Return
+0.23%
1 Year Return
+9.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$794M
AUM Growth
+$4.33M
(+0.55%)
Cap. Flow
+$5.5M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
68.48%
Holding
1,438
New
25
Increased
427
Reduced
424
Closed
57
Top Buys
| 1 |
Newmont
NEM
|
+$2.9M |
| 2 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$1.9M |
| 3 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$1.34M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$451K |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$434K |
Top Sells
| 1 |
ACV Auctions
ACVA
|
+$1.13M |
| 2 |
Dimensional US Equity ETF
DFUS
|
+$348K |
| 3 |
Dimensional US Large Cap Value ETF
DFLV
|
+$342K |
| 4 |
Dimensional World Equity ETF
DFAW
|
+$272K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$217K |
Sector Composition
| 1 | Technology | 1.08% |
| 2 | Consumer Discretionary | 0.47% |
| 3 | Financials | 0.43% |
| 4 | Materials | 0.4% |
| 5 | Industrials | 0.25% |
