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
51
$472K 0.06%
3,378
-2
52
$461K 0.06%
2,176
+1
53
$453K 0.06%
2,651
+20
54
$439K 0.06%
781
55
$429K 0.05%
2,485
+5
56
$369K 0.05%
1,938
+22
57
$350K 0.04%
4,172
+5
58
$331K 0.04%
7,304
-1,028
59
$329K 0.04%
10,924
+4,494
60
$306K 0.04%
371
-109
61
$294K 0.04%
4,141
+3
62
$285K 0.04%
520
+1
63
$284K 0.04%
2,386
-4
64
$282K 0.04%
6,679
+3
65
$259K 0.03%
1,301
66
$251K 0.03%
1,665
67
$249K 0.03%
8,807
-1,537
68
$231K 0.03%
3,965
69
$227K 0.03%
875
+12
70
$216K 0.03%
6,405
71
$201K 0.03%
1,831
+3
72
$198K 0.02%
2,325
73
$194K 0.02%
830
74
$190K 0.02%
1,476
75
$180K 0.02%
+1,940
1 2
3
4 5