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
276
$8.49K ﹤0.01%
100
277
$8.4K ﹤0.01%
36
278
$8.39K ﹤0.01%
38
279
$8.3K ﹤0.01%
34
+3
280
$8.22K ﹤0.01%
40
281
$8.05K ﹤0.01%
66
-15
282
$7.9K ﹤0.01%
8
-2
283
$7.88K ﹤0.01%
31
-3
284
$7.87K ﹤0.01%
34
+2
285
$7.78K ﹤0.01%
70
-3
286
$7.74K ﹤0.01%
109
+8
287
$7.72K ﹤0.01%
18
-1
288
$7.68K ﹤0.01%
29
+1
289
$7.67K ﹤0.01%
670
290
$7.63K ﹤0.01%
52
-5
291
$7.63K ﹤0.01%
2
292
$7.47K ﹤0.01%
100
293
$7.46K ﹤0.01%
15
-1
294
$7.21K ﹤0.01%
83
+4
295
$7.21K ﹤0.01%
101
-4
296
$7.18K ﹤0.01%
217
-3
297
$7.17K ﹤0.01%
14
+2
298
$7.1K ﹤0.01%
41
299
$7.1K ﹤0.01%
88
-69
300
$7.01K ﹤0.01%
58
10 11
12
13 14