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
451
$3.16K ﹤0.01%
18
452
$3.16K ﹤0.01%
6
453
$3.13K ﹤0.01%
34
+1
454
$3.13K ﹤0.01%
30
-12
455
$3.11K ﹤0.01%
41
-1
456
$3.11K ﹤0.01%
15
457
$3.08K ﹤0.01%
50
-5
458
$3.07K ﹤0.01%
31
459
$3.06K ﹤0.01%
41
+8
460
$3.05K ﹤0.01%
34
461
$3.05K ﹤0.01%
6
462
$3.05K ﹤0.01%
12
+4
463
$3.05K ﹤0.01%
37
464
$3.04K ﹤0.01%
36
+1
465
$3.04K ﹤0.01%
13
+1
466
$3.03K ﹤0.01%
114
+2
467
$3.01K ﹤0.01%
77
468
$3K ﹤0.01%
23
+2
469
$2.99K ﹤0.01%
35
+3
470
$2.98K ﹤0.01%
26
-5
471
$2.98K ﹤0.01%
12
472
$2.96K ﹤0.01%
37
+1
473
$2.96K ﹤0.01%
33
+1
474
$2.95K ﹤0.01%
45
-3
475
$2.94K ﹤0.01%
81
+6
17 18
19
20 21