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
401
$4.1K ﹤0.01%
63
402
$4.09K ﹤0.01%
131
+5
403
$4.09K ﹤0.01%
12
+1
404
$3.98K ﹤0.01%
48
+7
405
$3.97K ﹤0.01%
26
406
$3.96K ﹤0.01%
7
407
$3.96K ﹤0.01%
28
+3
408
$3.94K ﹤0.01%
62
+20
409
$3.93K ﹤0.01%
7
410
$3.87K ﹤0.01%
80
-23
411
$3.81K ﹤0.01%
23
412
$3.77K ﹤0.01%
41
+3
413
$3.75K ﹤0.01%
50
+1
414
$3.75K ﹤0.01%
30
-5
415
$3.69K ﹤0.01%
23
+3
416
$3.67K ﹤0.01%
73
-14
417
$3.66K ﹤0.01%
50
418
$3.65K ﹤0.01%
83
+9
419
$3.64K ﹤0.01%
11
-1
420
$3.6K ﹤0.01%
47
+2
421
$3.58K ﹤0.01%
31
+1
422
$3.55K ﹤0.01%
14
+1
423
$3.55K ﹤0.01%
24
424
$3.49K ﹤0.01%
11
425
$3.49K ﹤0.01%
6
15 16
17
18 19