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
76
$176K 0.02%
720
77
$173K 0.02%
300
+2
78
$161K 0.02%
202
79
$160K 0.02%
4,440
80
$160K 0.02%
1,036
-3
81
$160K 0.02%
2,880
82
$159K 0.02%
4,724
-6
83
$156K 0.02%
3,590
84
$152K 0.02%
717
85
$148K 0.02%
1,436
-18
86
$135K 0.02%
1,106
-2
87
$129K 0.02%
423
-2
88
$129K 0.02%
757
+154
89
$128K 0.02%
244
+3
90
$117K 0.01%
1,952
-1
91
$112K 0.01%
320
+3
92
$111K 0.01%
763
+1
93
$110K 0.01%
771
+543
94
$109K 0.01%
324
-1
95
$109K 0.01%
656
+19
96
$108K 0.01%
2,935
+6
97
$106K 0.01%
715
98
$105K 0.01%
6,902
99
$104K 0.01%
497
-2
100
$103K 0.01%
686
-9
2 3
4
5 6