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
626
$1.84K ﹤0.01%
20
-4
627
$1.83K ﹤0.01%
5
-1
628
$1.82K ﹤0.01%
19
-1
629
$1.81K ﹤0.01%
68
+27
630
$1.81K ﹤0.01%
36
+12
631
$1.81K ﹤0.01%
19
632
$1.8K ﹤0.01%
35
+2
633
$1.8K ﹤0.01%
16
+3
634
$1.78K ﹤0.01%
8
635
$1.77K ﹤0.01%
49
636
$1.77K ﹤0.01%
17
-1
637
$1.75K ﹤0.01%
13
638
$1.75K ﹤0.01%
15
-3
639
$1.74K ﹤0.01%
17
640
$1.74K ﹤0.01%
43
-13
641
$1.73K ﹤0.01%
59
+6
642
$1.73K ﹤0.01%
28
643
$1.71K ﹤0.01%
29
+4
644
$1.71K ﹤0.01%
6
645
$1.7K ﹤0.01%
9
-2
646
$1.7K ﹤0.01%
40
+18
647
$1.7K ﹤0.01%
39
+1
648
$1.7K ﹤0.01%
110
-5
649
$1.7K ﹤0.01%
24
+11
650
$1.7K ﹤0.01%
6
24 25
26
27 28