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
501
$2.72K ﹤0.01%
17
-2
502
$2.72K ﹤0.01%
33
+4
503
$2.7K ﹤0.01%
10
+3
504
$2.69K ﹤0.01%
124
+21
505
$2.68K ﹤0.01%
11
506
$2.65K ﹤0.01%
15
-3
507
$2.63K ﹤0.01%
77
+17
508
$2.63K ﹤0.01%
45
+4
509
$2.63K ﹤0.01%
35
+5
510
$2.63K ﹤0.01%
23
+3
511
$2.62K ﹤0.01%
24
+4
512
$2.61K ﹤0.01%
36
513
$2.61K ﹤0.01%
65
+8
514
$2.58K ﹤0.01%
37
515
$2.57K ﹤0.01%
89
+2
516
$2.56K ﹤0.01%
16
+2
517
$2.56K ﹤0.01%
13
-1
518
$2.54K ﹤0.01%
7
519
$2.53K ﹤0.01%
23
+1
520
$2.5K ﹤0.01%
19
521
$2.49K ﹤0.01%
14
+2
522
$2.46K ﹤0.01%
28
+9
523
$2.46K ﹤0.01%
28
-1
524
$2.46K ﹤0.01%
31
+5
525
$2.43K ﹤0.01%
35
+3
19 20
21
22 23