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
651
$1.68K ﹤0.01%
34
-2
652
$1.68K ﹤0.01%
49
+27
653
$1.67K ﹤0.01%
34
+16
654
$1.67K ﹤0.01%
29
655
$1.67K ﹤0.01%
11
-1
656
$1.66K ﹤0.01%
12
+2
657
$1.65K ﹤0.01%
9
-7
658
$1.65K ﹤0.01%
46
659
$1.64K ﹤0.01%
35
660
$1.63K ﹤0.01%
9
-3
661
$1.63K ﹤0.01%
13
+1
662
$1.62K ﹤0.01%
40
+11
663
$1.62K ﹤0.01%
19
+4
664
$1.61K ﹤0.01%
13
+1
665
$1.61K ﹤0.01%
8
-3
666
$1.61K ﹤0.01%
20
-1
667
$1.6K ﹤0.01%
6
668
$1.58K ﹤0.01%
19
+3
669
$1.58K ﹤0.01%
11
+2
670
$1.58K ﹤0.01%
6
671
$1.58K ﹤0.01%
24
672
$1.58K ﹤0.01%
6
673
$1.57K ﹤0.01%
26
+1
674
$1.57K ﹤0.01%
17
+5
675
$1.57K ﹤0.01%
36
-6
25 26
27
28 29