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
751
$1.25K ﹤0.01%
59
752
$1.24K ﹤0.01%
6
753
$1.24K ﹤0.01%
25
-4
754
$1.23K ﹤0.01%
11
+2
755
$1.23K ﹤0.01%
13
756
$1.22K ﹤0.01%
6
757
$1.22K ﹤0.01%
16
-8
758
$1.22K ﹤0.01%
17
759
$1.22K ﹤0.01%
21
760
$1.22K ﹤0.01%
7
761
$1.21K ﹤0.01%
12
-1
762
$1.21K ﹤0.01%
25
-1
763
$1.21K ﹤0.01%
15
-1
764
$1.2K ﹤0.01%
13
-2
765
$1.2K ﹤0.01%
10
+1
766
$1.19K ﹤0.01%
6
767
$1.19K ﹤0.01%
6
768
$1.18K ﹤0.01%
41
-2
769
$1.16K ﹤0.01%
41
+6
770
$1.16K ﹤0.01%
2
771
$1.16K ﹤0.01%
12
772
$1.15K ﹤0.01%
13
773
$1.15K ﹤0.01%
59
+8
774
$1.15K ﹤0.01%
48
-2
775
$1.14K ﹤0.01%
6
29 30
31
32 33