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
1026
$532 ﹤0.01%
7
+6
1027
$528 ﹤0.01%
6
1028
$525 ﹤0.01%
6
1029
$524 ﹤0.01%
17
-5
1030
$524 ﹤0.01%
50
1031
$521 ﹤0.01%
14
+2
1032
$519 ﹤0.01%
49
+6
1033
$518 ﹤0.01%
30
+14
1034
$517 ﹤0.01%
6
1035
$515 ﹤0.01%
49
-46
1036
$514 ﹤0.01%
4
-1
1037
$513 ﹤0.01%
7
1038
$511 ﹤0.01%
10
1039
$508 ﹤0.01%
6
1040
$507 ﹤0.01%
18
+1
1041
$506 ﹤0.01%
13
1042
$505 ﹤0.01%
17
1043
$504 ﹤0.01%
4
1044
$502 ﹤0.01%
14
-1
1045
$501 ﹤0.01%
10
1046
$500 ﹤0.01%
13
1047
$499 ﹤0.01%
8
-2
1048
$496 ﹤0.01%
3
-3
1049
$495 ﹤0.01%
26
-10
1050
$495 ﹤0.01%
15
+12
40 41
42
43 44