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
576
$2.15K ﹤0.01%
9
-1
577
$2.14K ﹤0.01%
24
578
$2.14K ﹤0.01%
14
-1
579
$2.13K ﹤0.01%
7
580
$2.12K ﹤0.01%
6
581
$2.1K ﹤0.01%
13
+1
582
$2.1K ﹤0.01%
7
583
$2.1K ﹤0.01%
122
+2
584
$2.09K ﹤0.01%
10
585
$2.09K ﹤0.01%
16
+2
586
$2.07K ﹤0.01%
12
587
$2.06K ﹤0.01%
129
+30
588
$2.06K ﹤0.01%
21
+2
589
$2.06K ﹤0.01%
30
590
$2.06K ﹤0.01%
7
591
$2.05K ﹤0.01%
12
+4
592
$2.05K ﹤0.01%
74
-12
593
$2.04K ﹤0.01%
29
+2
594
$2.03K ﹤0.01%
9
595
$2.03K ﹤0.01%
23
+3
596
$2.01K ﹤0.01%
17
+3
597
$2K ﹤0.01%
25
-1
598
$1.99K ﹤0.01%
13
+3
599
$1.98K ﹤0.01%
33
+2
600
$1.98K ﹤0.01%
6
-1
22 23
24
25 26