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
376
$4.56K ﹤0.01%
21
377
$4.53K ﹤0.01%
13
378
$4.53K ﹤0.01%
69
-4
379
$4.5K ﹤0.01%
25
-1
380
$4.44K ﹤0.01%
7
-1
381
$4.44K ﹤0.01%
26
382
$4.44K ﹤0.01%
12
-1
383
$4.38K ﹤0.01%
32
-5
384
$4.37K ﹤0.01%
23
+2
385
$4.33K ﹤0.01%
100
386
$4.32K ﹤0.01%
17
387
$4.32K ﹤0.01%
53
388
$4.31K ﹤0.01%
31
+2
389
$4.3K ﹤0.01%
78
+62
390
$4.29K ﹤0.01%
52
391
$4.29K ﹤0.01%
18
-1
392
$4.25K ﹤0.01%
53
+2
393
$4.2K ﹤0.01%
59
+4
394
$4.18K ﹤0.01%
32
395
$4.17K ﹤0.01%
60
396
$4.16K ﹤0.01%
21
+1
397
$4.16K ﹤0.01%
20
+1
398
$4.12K ﹤0.01%
44
+4
399
$4.12K ﹤0.01%
17
400
$4.12K ﹤0.01%
100
+31
14 15
16
17 18