DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$794M
AUM Growth
+$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,438
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.9M
3
+$1.34M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$451K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$434K

Top Sells

1
+$1.13M
2
+$348K
3
+$342K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$272K
5
DUHP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.1K ﹤0.01%
22
227
$12.1K ﹤0.01%
27
+1
228
$12K ﹤0.01%
107
+6
229
$12K ﹤0.01%
1,222
230
$11.9K ﹤0.01%
31
+5
231
$11.9K ﹤0.01%
434
232
$11.4K ﹤0.01%
189
233
$11.3K ﹤0.01%
114
+7
234
$11.2K ﹤0.01%
38
-2
235
$11.2K ﹤0.01%
201
236
$11.1K ﹤0.01%
62
-2
237
$11.1K ﹤0.01%
55
238
$11.1K ﹤0.01%
62
239
$11.1K ﹤0.01%
6
240
$11K ﹤0.01%
132
241
$10.9K ﹤0.01%
555
242
$10.8K ﹤0.01%
16
243
$10.8K ﹤0.01%
171
244
$10.7K ﹤0.01%
+110
245
$10.7K ﹤0.01%
114
246
$10.6K ﹤0.01%
748
247
$10.6K ﹤0.01%
40
+1
248
$10.5K ﹤0.01%
139
-1
249
$10.5K ﹤0.01%
94
-1
250
$10.5K ﹤0.01%
175
8 9
10
11 12