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
601
$1.97K ﹤0.01%
19
+1
602
$1.97K ﹤0.01%
11
-1
603
$1.97K ﹤0.01%
30
+8
604
$1.96K ﹤0.01%
12
605
$1.95K ﹤0.01%
77
-16
606
$1.94K ﹤0.01%
17
607
$1.94K ﹤0.01%
23
-2
608
$1.94K ﹤0.01%
15
609
$1.93K ﹤0.01%
13
610
$1.93K ﹤0.01%
71
611
$1.92K ﹤0.01%
13
+1
612
$1.92K ﹤0.01%
13
+2
613
$1.91K ﹤0.01%
18
+1
614
$1.91K ﹤0.01%
23
-5
615
$1.91K ﹤0.01%
13
616
$1.91K ﹤0.01%
19
617
$1.91K ﹤0.01%
18
+3
618
$1.9K ﹤0.01%
35
619
$1.88K ﹤0.01%
51
+7
620
$1.88K ﹤0.01%
47
+6
621
$1.88K ﹤0.01%
18
+1
622
$1.87K ﹤0.01%
24
623
$1.86K ﹤0.01%
16
+1
624
$1.85K ﹤0.01%
7
+6
625
$1.84K ﹤0.01%
24
-2
23 24
25
26 27