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
701
$1.46K ﹤0.01%
39
-2
702
$1.45K ﹤0.01%
42
-1
703
$1.44K ﹤0.01%
70
-2
704
$1.44K ﹤0.01%
36
-1
705
$1.43K ﹤0.01%
23
-1
706
$1.42K ﹤0.01%
11
707
$1.42K ﹤0.01%
26
+2
708
$1.42K ﹤0.01%
5
-1
709
$1.42K ﹤0.01%
19
710
$1.42K ﹤0.01%
23
+2
711
$1.41K ﹤0.01%
9
-1
712
$1.4K ﹤0.01%
7
-1
713
$1.4K ﹤0.01%
4
-2
714
$1.4K ﹤0.01%
18
+3
715
$1.39K ﹤0.01%
8
716
$1.39K ﹤0.01%
8
+1
717
$1.38K ﹤0.01%
20
+2
718
$1.37K ﹤0.01%
18
-2
719
$1.37K ﹤0.01%
18
-2
720
$1.37K ﹤0.01%
12
721
$1.37K ﹤0.01%
28
-3
722
$1.35K ﹤0.01%
43
+12
723
$1.34K ﹤0.01%
8
-1
724
$1.34K ﹤0.01%
16
-3
725
$1.34K ﹤0.01%
37
+5
27 28
29
30 31