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
676
$1.56K ﹤0.01%
30
-7
677
$1.56K ﹤0.01%
26
678
$1.55K ﹤0.01%
10
+1
679
$1.55K ﹤0.01%
177
680
$1.54K ﹤0.01%
16
+1
681
$1.54K ﹤0.01%
39
+6
682
$1.54K ﹤0.01%
12
683
$1.54K ﹤0.01%
28
+1
684
$1.53K ﹤0.01%
59
-2
685
$1.52K ﹤0.01%
5
-1
686
$1.52K ﹤0.01%
25
687
$1.52K ﹤0.01%
33
+3
688
$1.51K ﹤0.01%
13
689
$1.51K ﹤0.01%
13
690
$1.51K ﹤0.01%
22
-2
691
$1.5K ﹤0.01%
17
692
$1.5K ﹤0.01%
1,000
693
$1.5K ﹤0.01%
10
+1
694
$1.5K ﹤0.01%
14
-1
695
$1.5K ﹤0.01%
17
696
$1.49K ﹤0.01%
22
697
$1.49K ﹤0.01%
7
698
$1.48K ﹤0.01%
26
-2
699
$1.48K ﹤0.01%
22
700
$1.47K ﹤0.01%
13
+2
26 27
28
29 30