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
$882M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,403
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.41M
3
+$2.19M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.47M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.08M

Top Sells

1
+$1.25M
2
+$677K
3
+$638K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$626K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$182K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.55%
3 Financials 0.43%
4 Industrials 0.25%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFNM icon
26
Dimensional National Municipal Bond ETF
DFNM
$1.84B
$3.51M 0.4%
74,108
+3,480
AAPL icon
27
Apple
AAPL
$4.14T
$2.99M 0.34%
12,875
-281
MCD icon
28
McDonald's
MCD
$219B
$2.36M 0.27%
7,529
DFSU icon
29
Dimensional US Sustainability Core 1 ETF
DFSU
$1.84B
$2.19M 0.25%
53,058
+630
MSFT icon
30
Microsoft
MSFT
$3.55T
$2.07M 0.23%
4,084
+5
DFIS icon
31
Dimensional International Small Cap ETF
DFIS
$4.49B
$1.59M 0.18%
51,341
-1,025
NVDA icon
32
NVIDIA
NVDA
$4.46T
$1.49M 0.17%
8,555
+39
IBM icon
33
IBM
IBM
$287B
$1.44M 0.16%
5,908
-2
DFSI icon
34
Dimensional International Sustainability Core 1 ETF
DFSI
$897M
$1.18M 0.13%
29,206
-780
DFAR icon
35
Dimensional US Real Estate ETF
DFAR
$1.41B
$973K 0.11%
40,737
VUG icon
36
Vanguard Growth ETF
VUG
$202B
$964K 0.11%
2,102
VB icon
37
Vanguard Small-Cap ETF
VB
$69.7B
$885K 0.1%
3,875
+11
OUNZ icon
38
VanEck Merk Gold Trust
OUNZ
$2.4B
$845K 0.1%
25,390
-90
VEU icon
39
Vanguard FTSE All-World ex-US ETF
VEU
$52.6B
$804K 0.09%
11,595
IWD icon
40
iShares Russell 1000 Value ETF
IWD
$68.1B
$798K 0.09%
3,958
VOO icon
41
Vanguard S&P 500 ETF
VOO
$802B
$792K 0.09%
1,335
VONV icon
42
Vanguard Russell 1000 Value ETF
VONV
$14.9B
$788K 0.09%
8,904
ORCL icon
43
Oracle
ORCL
$606B
$766K 0.09%
3,385
DFAI icon
44
Dimensional International Core Equity Market ETF
DFAI
$12.4B
$754K 0.09%
21,124
WSBC icon
45
WesBanco
WSBC
$3.18B
$749K 0.08%
22,837
+23
DKNG icon
46
DraftKings
DKNG
$17.4B
$721K 0.08%
15,029
+15,006
QQQ icon
47
Invesco QQQ Trust
QQQ
$407B
$720K 0.08%
1,262
-33
EQT icon
48
EQT Corp
EQT
$37.8B
$706K 0.08%
13,627
+2
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.08T
$646K 0.07%
1,284
-1
VTI icon
50
Vanguard Total Stock Market ETF
VTI
$565B
$641K 0.07%
2,014
+6
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2
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