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
726
$1.33K ﹤0.01%
29
-3
727
$1.33K ﹤0.01%
11
+1
728
$1.33K ﹤0.01%
22
729
$1.33K ﹤0.01%
6
+3
730
$1.32K ﹤0.01%
6
-1
731
$1.32K ﹤0.01%
11
732
$1.32K ﹤0.01%
28
+1
733
$1.31K ﹤0.01%
13
734
$1.31K ﹤0.01%
6
-1
735
$1.31K ﹤0.01%
25
-2
736
$1.31K ﹤0.01%
49
-1
737
$1.31K ﹤0.01%
13
+2
738
$1.31K ﹤0.01%
20
-5
739
$1.3K ﹤0.01%
13
-1
740
$1.3K ﹤0.01%
18
-4
741
$1.3K ﹤0.01%
25
+2
742
$1.3K ﹤0.01%
6
743
$1.29K ﹤0.01%
4
+2
744
$1.28K ﹤0.01%
18
745
$1.27K ﹤0.01%
84
-12
746
$1.27K ﹤0.01%
33
+2
747
$1.27K ﹤0.01%
53
+37
748
$1.27K ﹤0.01%
10
+2
749
$1.27K ﹤0.01%
6
750
$1.26K ﹤0.01%
60
28 29
30
31 32