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
526
$2.43K ﹤0.01%
18
527
$2.42K ﹤0.01%
59
+7
528
$2.41K ﹤0.01%
26
-1
529
$2.38K ﹤0.01%
37
-1
530
$2.38K ﹤0.01%
26
+1
531
$2.38K ﹤0.01%
21
-2
532
$2.37K ﹤0.01%
65
+2
533
$2.36K ﹤0.01%
2
-1
534
$2.36K ﹤0.01%
32
535
$2.36K ﹤0.01%
44
-3
536
$2.36K ﹤0.01%
13
+1
537
$2.34K ﹤0.01%
62
538
$2.34K ﹤0.01%
32
+1
539
$2.34K ﹤0.01%
28
-1
540
$2.33K ﹤0.01%
7
541
$2.32K ﹤0.01%
69
+1
542
$2.31K ﹤0.01%
22
543
$2.31K ﹤0.01%
61
+2
544
$2.29K ﹤0.01%
6
545
$2.29K ﹤0.01%
30
-1
546
$2.28K ﹤0.01%
235
+6
547
$2.28K ﹤0.01%
18
+1
548
$2.27K ﹤0.01%
42
+4
549
$2.27K ﹤0.01%
14
550
$2.26K ﹤0.01%
24
+1
20 21
22
23 24