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
801
$1.06K ﹤0.01%
18
-10
802
$1.06K ﹤0.01%
32
+3
803
$1.06K ﹤0.01%
35
+8
804
$1.05K ﹤0.01%
6
805
$1.04K ﹤0.01%
7
+1
806
$1.04K ﹤0.01%
7
807
$1.04K ﹤0.01%
6
-2
808
$1.03K ﹤0.01%
11
-2
809
$1.03K ﹤0.01%
12
810
$1.03K ﹤0.01%
6
-1
811
$1.03K ﹤0.01%
21
812
$1.02K ﹤0.01%
7
+3
813
$1.02K ﹤0.01%
20
-1
814
$1.02K ﹤0.01%
11
815
$1.02K ﹤0.01%
23
+1
816
$1.01K ﹤0.01%
21
+4
817
$1.01K ﹤0.01%
6
+2
818
$1.01K ﹤0.01%
29
819
$1.01K ﹤0.01%
11
820
$1.01K ﹤0.01%
11
-3
821
$1K ﹤0.01%
29
+12
822
$1K ﹤0.01%
10
823
$1K ﹤0.01%
33
+5
824
$1K ﹤0.01%
10
825
$1K ﹤0.01%
6
31 32
33
34 35