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
426
$3.48K ﹤0.01%
7
427
$3.47K ﹤0.01%
8
428
$3.47K ﹤0.01%
19
429
$3.46K ﹤0.01%
53
-2
430
$3.43K ﹤0.01%
35
+7
431
$3.42K ﹤0.01%
12
+1
432
$3.4K ﹤0.01%
22
+2
433
$3.39K ﹤0.01%
11
-1
434
$3.39K ﹤0.01%
64
-8
435
$3.38K ﹤0.01%
18
+1
436
$3.36K ﹤0.01%
8
437
$3.35K ﹤0.01%
30
-3
438
$3.34K ﹤0.01%
40
+1
439
$3.32K ﹤0.01%
23
+1
440
$3.3K ﹤0.01%
32
+1
441
$3.29K ﹤0.01%
23
-1
442
$3.28K ﹤0.01%
63
-1
443
$3.26K ﹤0.01%
50
+10
444
$3.26K ﹤0.01%
14
+1
445
$3.25K ﹤0.01%
27
-7
446
$3.22K ﹤0.01%
10
447
$3.21K ﹤0.01%
19
+1
448
$3.2K ﹤0.01%
60
+2
449
$3.2K ﹤0.01%
12
450
$3.17K ﹤0.01%
100
-3
16 17
18
19 20