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
926
$740 ﹤0.01%
7
927
$738 ﹤0.01%
48
928
$735 ﹤0.01%
6
929
$734 ﹤0.01%
30
930
$734 ﹤0.01%
6
931
$729 ﹤0.01%
6
932
$729 ﹤0.01%
30
+8
933
$728 ﹤0.01%
43
934
$724 ﹤0.01%
6
935
$721 ﹤0.01%
16
+4
936
$714 ﹤0.01%
44
-29
937
$712 ﹤0.01%
13
938
$712 ﹤0.01%
80
939
$709 ﹤0.01%
29
+4
940
$709 ﹤0.01%
6
941
$706 ﹤0.01%
43
+28
942
$705 ﹤0.01%
9
+3
943
$703 ﹤0.01%
7
944
$699 ﹤0.01%
31
+4
945
$696 ﹤0.01%
34
-1
946
$680 ﹤0.01%
31
+24
947
$676 ﹤0.01%
6
948
$675 ﹤0.01%
27
+23
949
$671 ﹤0.01%
77
+9
950
$671 ﹤0.01%
12
-3
36 37
38
39 40