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
551
$2.25K ﹤0.01%
37
+2
552
$2.25K ﹤0.01%
38
-1
553
$2.23K ﹤0.01%
35
+3
554
$2.23K ﹤0.01%
22
+1
555
$2.23K ﹤0.01%
7
556
$2.22K ﹤0.01%
15
-1
557
$2.21K ﹤0.01%
6
558
$2.21K ﹤0.01%
22
+4
559
$2.21K ﹤0.01%
89
+4
560
$2.2K ﹤0.01%
6
561
$2.2K ﹤0.01%
189
+50
562
$2.19K ﹤0.01%
12
563
$2.19K ﹤0.01%
12
+2
564
$2.18K ﹤0.01%
69
+6
565
$2.17K ﹤0.01%
14
566
$2.17K ﹤0.01%
35
+11
567
$2.17K ﹤0.01%
28
+1
568
$2.17K ﹤0.01%
14
+1
569
$2.17K ﹤0.01%
13
570
$2.17K ﹤0.01%
30
-3
571
$2.17K ﹤0.01%
31
572
$2.16K ﹤0.01%
15
573
$2.15K ﹤0.01%
28
+1
574
$2.15K ﹤0.01%
16
-1
575
$2.15K ﹤0.01%
20
21 22
23
24 25