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
1051
$494 ﹤0.01%
15
-7
1052
$491 ﹤0.01%
6
1053
$491 ﹤0.01%
23
+4
1054
$489 ﹤0.01%
6
1055
$488 ﹤0.01%
18
+9
1056
$487 ﹤0.01%
6
1057
$486 ﹤0.01%
12
1058
$483 ﹤0.01%
54
-10
1059
$483 ﹤0.01%
+25
1060
$482 ﹤0.01%
6
1061
$480 ﹤0.01%
36
+31
1062
$480 ﹤0.01%
26
1063
$477 ﹤0.01%
11
-3
1064
$474 ﹤0.01%
5
1065
$473 ﹤0.01%
6
1066
$473 ﹤0.01%
23
1067
$470 ﹤0.01%
10
+3
1068
$470 ﹤0.01%
12
1069
$469 ﹤0.01%
26
-6
1070
$466 ﹤0.01%
9
+4
1071
$465 ﹤0.01%
4
1072
$465 ﹤0.01%
11
-3
1073
$463 ﹤0.01%
8
-1
1074
$463 ﹤0.01%
10
1075
$462 ﹤0.01%
83
-12
41 42
43
44 45