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
1001
$578 ﹤0.01%
46
-10
1002
$573 ﹤0.01%
31
1003
$572 ﹤0.01%
6
1004
$572 ﹤0.01%
9
-1
1005
$570 ﹤0.01%
7
+2
1006
$563 ﹤0.01%
7
1007
$562 ﹤0.01%
15
+2
1008
$560 ﹤0.01%
13
1009
$560 ﹤0.01%
24
-11
1010
$558 ﹤0.01%
15
1011
$558 ﹤0.01%
6
1012
$556 ﹤0.01%
28
1013
$556 ﹤0.01%
9
+6
1014
$555 ﹤0.01%
6
1015
$554 ﹤0.01%
78
+19
1016
$554 ﹤0.01%
8
-2
1017
$550 ﹤0.01%
500
1018
$549 ﹤0.01%
23
-8
1019
$548 ﹤0.01%
13
+2
1020
$546 ﹤0.01%
9
+3
1021
$541 ﹤0.01%
24
1022
$538 ﹤0.01%
5
-1
1023
$537 ﹤0.01%
8
1024
$536 ﹤0.01%
6
+5
1025
$535 ﹤0.01%
12
+1
39 40
41
42 43