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
1076
$461 ﹤0.01%
6
1077
$460 ﹤0.01%
45
-7
1078
$459 ﹤0.01%
6
1079
$459 ﹤0.01%
6
-2
1080
$458 ﹤0.01%
16
+3
1081
$457 ﹤0.01%
20
-1
1082
$456 ﹤0.01%
6
1083
$455 ﹤0.01%
8
1084
$453 ﹤0.01%
6
1085
$453 ﹤0.01%
7
-5
1086
$453 ﹤0.01%
4
-2
1087
$452 ﹤0.01%
2
-6
1088
$449 ﹤0.01%
13
1089
$444 ﹤0.01%
23
-6
1090
$442 ﹤0.01%
5
-1
1091
$440 ﹤0.01%
18
+2
1092
$439 ﹤0.01%
7
1093
$438 ﹤0.01%
8
+6
1094
$437 ﹤0.01%
8
-5
1095
$436 ﹤0.01%
14
1096
$435 ﹤0.01%
6
1097
$435 ﹤0.01%
13
+2
1098
$434 ﹤0.01%
100
1099
$434 ﹤0.01%
15
-4
1100
$432 ﹤0.01%
82
42 43
44
45 46