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
876
$870 ﹤0.01%
5
877
$870 ﹤0.01%
13
878
$867 ﹤0.01%
6
+1
879
$865 ﹤0.01%
29
880
$861 ﹤0.01%
64
881
$842 ﹤0.01%
9
+2
882
$839 ﹤0.01%
13
883
$834 ﹤0.01%
30
884
$833 ﹤0.01%
24
885
$832 ﹤0.01%
10
-1
886
$831 ﹤0.01%
25
-1
887
$830 ﹤0.01%
6
888
$830 ﹤0.01%
5
889
$826 ﹤0.01%
11
890
$823 ﹤0.01%
6
891
$819 ﹤0.01%
12
+1
892
$814 ﹤0.01%
14
-4
893
$814 ﹤0.01%
32
+4
894
$809 ﹤0.01%
42
-2
895
$804 ﹤0.01%
10
+3
896
$802 ﹤0.01%
76
-8
897
$802 ﹤0.01%
47
+6
898
$798 ﹤0.01%
7
899
$797 ﹤0.01%
24
-4
900
$795 ﹤0.01%
44
-12
34 35
36
37 38