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
26
$3.39M 0.43%
71,350
+6,600
27
$2.9M 0.37%
60,088
+60,016
28
$2.73M 0.34%
12,297
-521
29
$2.35M 0.3%
7,515
+14
30
$1.83M 0.23%
51,081
+623
31
$1.79M 0.23%
4,770
-16
32
$1.47M 0.18%
5,908
-1
33
$1.44M 0.18%
55,698
+25
34
$1.3M 0.16%
54,746
-233
35
$1.04M 0.13%
29,870
-394
36
$912K 0.11%
8,415
-197
37
$781K 0.1%
3,864
38
$779K 0.1%
2,102
39
$754K 0.1%
1,468
40
$745K 0.09%
3,958
41
$735K 0.09%
8,904
42
$728K 0.09%
13,626
-6
43
$709K 0.09%
22,889
+22
44
$703K 0.09%
11,595
45
$684K 0.09%
1,285
+1
46
$653K 0.08%
20,906
+128
47
$632K 0.08%
12,272
+145
48
$607K 0.08%
1,295
49
$552K 0.07%
2,009
+8
50
$477K 0.06%
8,509
+275
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