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
326
$6.06K ﹤0.01%
49
327
$6.05K ﹤0.01%
13
+1
328
$6.02K ﹤0.01%
26
+1
329
$6.01K ﹤0.01%
30
330
$5.91K ﹤0.01%
57
331
$5.84K ﹤0.01%
22
+1
332
$5.78K ﹤0.01%
60
+7
333
$5.69K ﹤0.01%
13
334
$5.66K ﹤0.01%
57
+1
335
$5.61K ﹤0.01%
77
+4
336
$5.59K ﹤0.01%
35
+2
337
$5.59K ﹤0.01%
16
-1
338
$5.56K ﹤0.01%
17
-1
339
$5.54K ﹤0.01%
27
-2
340
$5.53K ﹤0.01%
35
+1
341
$5.53K ﹤0.01%
16
-1
342
$5.43K ﹤0.01%
33
+1
343
$5.39K ﹤0.01%
78
+5
344
$5.38K ﹤0.01%
43
345
$5.36K ﹤0.01%
18
-1
346
$5.32K ﹤0.01%
149
347
$5.3K ﹤0.01%
4
348
$5.27K ﹤0.01%
136
-10
349
$5.22K ﹤0.01%
24
350
$5.17K ﹤0.01%
30
12 13
14
15 16