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
826
$998 ﹤0.01%
40
+8
827
$997 ﹤0.01%
20
+2
828
$994 ﹤0.01%
24
829
$992 ﹤0.01%
12
830
$991 ﹤0.01%
51
+33
831
$991 ﹤0.01%
17
832
$987 ﹤0.01%
7
833
$984 ﹤0.01%
5
-1
834
$982 ﹤0.01%
20
+1
835
$979 ﹤0.01%
17
836
$978 ﹤0.01%
9
-3
837
$977 ﹤0.01%
7
838
$975 ﹤0.01%
4
-2
839
$971 ﹤0.01%
6
+2
840
$962 ﹤0.01%
18
-2
841
$961 ﹤0.01%
31
+2
842
$958 ﹤0.01%
15
+2
843
$955 ﹤0.01%
6
844
$951 ﹤0.01%
12
+1
845
$946 ﹤0.01%
15
846
$943 ﹤0.01%
6
847
$938 ﹤0.01%
4
-1
848
$929 ﹤0.01%
19
+2
849
$926 ﹤0.01%
12
-1
850
$926 ﹤0.01%
29
-1
32 33
34
35 36