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DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$919M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$5.99M
3
+$4.6M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.44M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$3.43M

Top Sells

1
+$3.39M
2
+$3.21M
3
+$2.52M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.04M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.04M

Sector Composition

1 Technology 1.2%
2 Financials 0.67%
3 Consumer Discretionary 0.43%
4 Industrials 0.25%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFSB icon
51
Dimensional Global Sustainability Fixed Income ETF
DFSB
$706M
$543K 0.06%
10,481
+259
IVV icon
52
iShares Core S&P 500 ETF
IVV
$838B
$518K 0.06%
756
-20
D icon
53
Dominion Energy
D
$59.7B
$515K 0.06%
8,798
+194
VPU
54
Vanguard Utilities ETF
VPU
$8.56B
$501K 0.05%
2,706
+37
BNY
55
Bank of New York Mellon
BNY
$98.8B
$488K 0.05%
4,207
+1
VTV icon
56
Vanguard Value ETF
VTV
$183B
$476K 0.05%
2,493
+4
AMZN icon
57
Amazon
AMZN
$2.57T
$453K 0.05%
1,963
+25
TSLA icon
58
Tesla
TSLA
$1.53T
$438K 0.05%
974
-50
HON icon
59
Honeywell
HON
$140B
$424K 0.05%
2,175
-133
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$4.39T
$342K 0.04%
1,092
+29
NEE icon
61
NextEra Energy
NEE
$179B
$332K 0.04%
4,141
+2
USB icon
62
US Bancorp
USB
$91.8B
$330K 0.04%
6,193
RKT icon
63
Rocket Companies
RKT
$37B
$326K 0.04%
+16,821
IWM icon
64
iShares Russell 2000 ETF
IWM
$80.9B
$320K 0.03%
1,301
VCSH icon
65
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$316K 0.03%
+3,964
AMD icon
66
Advanced Micro Devices
AMD
$834B
$313K 0.03%
1,461
+19
XOM icon
67
Exxon Mobil
XOM
$609B
$312K 0.03%
2,595
-92
IWN icon
68
iShares Russell 2000 Value ETF
IWN
$14.3B
$302K 0.03%
1,665
MA icon
69
Mastercard
MA
$433B
$296K 0.03%
519
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$122B
$262K 0.03%
3,965
SMH icon
71
VanEck Semiconductor ETF
SMH
$70.8B
$258K 0.03%
717
IVW icon
72
iShares S&P 500 Growth ETF
IVW
$73.2B
$239K 0.03%
1,940
IWR icon
73
iShares Russell Mid-Cap ETF
IWR
$55.6B
$224K 0.02%
2,325
T icon
74
AT&T
T
$164B
$222K 0.02%
8,938
-7
VYM icon
75
Vanguard High Dividend Yield ETF
VYM
$79.4B
$212K 0.02%
1,476
1 2
3
4 5