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
251
$10.4K ﹤0.01%
200
252
$10.4K ﹤0.01%
44
-2
253
$10.3K ﹤0.01%
60
254
$10.3K ﹤0.01%
152
+17
255
$10.2K ﹤0.01%
77
-3
256
$10.1K ﹤0.01%
1,010
-101
257
$10K ﹤0.01%
105
258
$10K ﹤0.01%
838
259
$10K ﹤0.01%
528
-7
260
$9.82K ﹤0.01%
145
-1
261
$9.81K ﹤0.01%
225
+23
262
$9.73K ﹤0.01%
16
263
$9.68K ﹤0.01%
7
264
$9.65K ﹤0.01%
23
+1
265
$9.63K ﹤0.01%
209
+15
266
$9.53K ﹤0.01%
80
+3
267
$9.15K ﹤0.01%
72
-5
268
$9.12K ﹤0.01%
53
269
$9.08K ﹤0.01%
123
-1
270
$8.99K ﹤0.01%
192
271
$8.88K ﹤0.01%
194
+13
272
$8.81K ﹤0.01%
433
273
$8.77K ﹤0.01%
14
274
$8.65K ﹤0.01%
119
-3
275
$8.64K ﹤0.01%
17
-1
9 10
11
12 13