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
351
$5.17K ﹤0.01%
44
+2
352
$5.15K ﹤0.01%
91
-2
353
$5.1K ﹤0.01%
230
354
$5.08K ﹤0.01%
175
355
$5.06K ﹤0.01%
53
-1
356
$5.04K ﹤0.01%
49
-1
357
$4.97K ﹤0.01%
76
358
$4.89K ﹤0.01%
1,000
359
$4.85K ﹤0.01%
33
+4
360
$4.82K ﹤0.01%
35
361
$4.81K ﹤0.01%
71
+8
362
$4.79K ﹤0.01%
12
363
$4.76K ﹤0.01%
35
+1
364
$4.75K ﹤0.01%
21
365
$4.75K ﹤0.01%
114
+11
366
$4.73K ﹤0.01%
37
-3
367
$4.73K ﹤0.01%
38
368
$4.72K ﹤0.01%
8
-2
369
$4.72K ﹤0.01%
26
-9
370
$4.71K ﹤0.01%
49
-1
371
$4.71K ﹤0.01%
18
+1
372
$4.7K ﹤0.01%
482
-2
373
$4.69K ﹤0.01%
38
+1
374
$4.63K ﹤0.01%
30
+1
375
$4.62K ﹤0.01%
16
-1
13 14
15
16 17