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
901
$794 ﹤0.01%
8
-3
902
$794 ﹤0.01%
22
903
$792 ﹤0.01%
19
-1
904
$790 ﹤0.01%
11
-2
905
$787 ﹤0.01%
9
+2
906
$786 ﹤0.01%
28
+2
907
$781 ﹤0.01%
25
+10
908
$778 ﹤0.01%
7
+1
909
$774 ﹤0.01%
+63
910
$769 ﹤0.01%
6
911
$767 ﹤0.01%
14
-5
912
$763 ﹤0.01%
13
-4
913
$761 ﹤0.01%
23
914
$761 ﹤0.01%
26
-4
915
$758 ﹤0.01%
16
916
$757 ﹤0.01%
10
917
$756 ﹤0.01%
13
-5
918
$755 ﹤0.01%
21
-1
919
$755 ﹤0.01%
41
+4
920
$753 ﹤0.01%
37
+8
921
$753 ﹤0.01%
13
922
$752 ﹤0.01%
17
-1
923
$748 ﹤0.01%
7
+1
924
$747 ﹤0.01%
11
925
$745 ﹤0.01%
48
+16
35 36
37
38 39