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
951
$671 ﹤0.01%
22
-4
952
$670 ﹤0.01%
6
953
$669 ﹤0.01%
13
+2
954
$666 ﹤0.01%
6
955
$664 ﹤0.01%
5
956
$662 ﹤0.01%
19
-3
957
$661 ﹤0.01%
19
+7
958
$660 ﹤0.01%
6
-1
959
$659 ﹤0.01%
23
+10
960
$658 ﹤0.01%
7
-1
961
$657 ﹤0.01%
4
-2
962
$656 ﹤0.01%
19
+6
963
$656 ﹤0.01%
24
+15
964
$655 ﹤0.01%
19
965
$652 ﹤0.01%
41
+20
966
$642 ﹤0.01%
11
+2
967
$641 ﹤0.01%
4
+2
968
$638 ﹤0.01%
6
969
$637 ﹤0.01%
7
-1
970
$636 ﹤0.01%
9
+1
971
$633 ﹤0.01%
94
972
$633 ﹤0.01%
14
-11
973
$632 ﹤0.01%
7
-1
974
$632 ﹤0.01%
4
+2
975
$630 ﹤0.01%
12
+2
37 38
39
40 41