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
301
$6.95K ﹤0.01%
79
-1
302
$6.93K ﹤0.01%
14
303
$6.92K ﹤0.01%
54
+6
304
$6.89K ﹤0.01%
148
305
$6.88K ﹤0.01%
26
306
$6.7K ﹤0.01%
18
+2
307
$6.7K ﹤0.01%
77
308
$6.67K ﹤0.01%
87
309
$6.54K ﹤0.01%
27
+2
310
$6.49K ﹤0.01%
138
-1
311
$6.47K ﹤0.01%
27
312
$6.47K ﹤0.01%
72
+4
313
$6.46K ﹤0.01%
36
314
$6.45K ﹤0.01%
26
315
$6.36K ﹤0.01%
+343
316
$6.35K ﹤0.01%
82
+4
317
$6.3K ﹤0.01%
239
318
$6.28K ﹤0.01%
64
-1
319
$6.25K ﹤0.01%
320
+9
320
$6.23K ﹤0.01%
64
+1
321
$6.21K ﹤0.01%
30
322
$6.19K ﹤0.01%
25
323
$6.11K ﹤0.01%
78
+2
324
$6.1K ﹤0.01%
31
+1
325
$6.09K ﹤0.01%
100
11 12
13
14 15