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
776
$1.14K ﹤0.01%
9
+3
777
$1.14K ﹤0.01%
13
-2
778
$1.13K ﹤0.01%
24
+4
779
$1.13K ﹤0.01%
8
+2
780
$1.13K ﹤0.01%
+6
781
$1.13K ﹤0.01%
6
782
$1.13K ﹤0.01%
14
783
$1.12K ﹤0.01%
138
-14
784
$1.12K ﹤0.01%
10
-2
785
$1.11K ﹤0.01%
23
+2
786
$1.1K ﹤0.01%
35
-2
787
$1.1K ﹤0.01%
14
788
$1.1K ﹤0.01%
21
789
$1.1K ﹤0.01%
16
790
$1.1K ﹤0.01%
11
+2
791
$1.09K ﹤0.01%
14
-4
792
$1.09K ﹤0.01%
9
-2
793
$1.09K ﹤0.01%
15
-1
794
$1.09K ﹤0.01%
25
+2
795
$1.09K ﹤0.01%
13
796
$1.08K ﹤0.01%
31
+15
797
$1.08K ﹤0.01%
35
798
$1.08K ﹤0.01%
11
799
$1.06K ﹤0.01%
35
+2
800
$1.06K ﹤0.01%
32
30 31
32
33 34