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
976
$630 ﹤0.01%
24
+7
977
$629 ﹤0.01%
6
978
$627 ﹤0.01%
20
+4
979
$626 ﹤0.01%
16
-5
980
$623 ﹤0.01%
12
981
$622 ﹤0.01%
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-2
982
$622 ﹤0.01%
8
+2
983
$616 ﹤0.01%
34
984
$612 ﹤0.01%
12
+4
985
$605 ﹤0.01%
8
986
$603 ﹤0.01%
4
-2
987
$598 ﹤0.01%
7
+1
988
$597 ﹤0.01%
65
-2
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$596 ﹤0.01%
13
+5
990
$595 ﹤0.01%
18
991
$592 ﹤0.01%
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-4
992
$587 ﹤0.01%
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993
$586 ﹤0.01%
6
-1
994
$585 ﹤0.01%
3
-3
995
$582 ﹤0.01%
14
+1
996
$582 ﹤0.01%
9
-10
997
$582 ﹤0.01%
15
+4
998
$581 ﹤0.01%
23
-4
999
$580 ﹤0.01%
13
+1
1000
$579 ﹤0.01%
10
+3
38 39
40
41 42