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
476
$2.93K ﹤0.01%
7
477
$2.92K ﹤0.01%
25
+1
478
$2.92K ﹤0.01%
6
+1
479
$2.92K ﹤0.01%
115
-12
480
$2.91K ﹤0.01%
13
+1
481
$2.9K ﹤0.01%
22
+4
482
$2.89K ﹤0.01%
37
+2
483
$2.89K ﹤0.01%
35
-1
484
$2.88K ﹤0.01%
12
485
$2.87K ﹤0.01%
6
486
$2.86K ﹤0.01%
17
+1
487
$2.85K ﹤0.01%
47
+11
488
$2.85K ﹤0.01%
19
+1
489
$2.84K ﹤0.01%
12
490
$2.79K ﹤0.01%
71
+2
491
$2.78K ﹤0.01%
12
492
$2.77K ﹤0.01%
23
493
$2.76K ﹤0.01%
200
494
$2.76K ﹤0.01%
28
+5
495
$2.76K ﹤0.01%
6
496
$2.75K ﹤0.01%
23
+2
497
$2.73K ﹤0.01%
6
498
$2.73K ﹤0.01%
13
499
$2.72K ﹤0.01%
26
-5
500
$2.72K ﹤0.01%
13
18 19
20
21 22