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
1101
$432 ﹤0.01%
6
1102
$431 ﹤0.01%
8
-7
1103
$430 ﹤0.01%
6
1104
$430 ﹤0.01%
6
1105
$429 ﹤0.01%
6
1106
$428 ﹤0.01%
27
+4
1107
$426 ﹤0.01%
15
-6
1108
$425 ﹤0.01%
24
-3
1109
$423 ﹤0.01%
8
+5
1110
$421 ﹤0.01%
15
-1
1111
$420 ﹤0.01%
5
-1
1112
$419 ﹤0.01%
10
1113
$418 ﹤0.01%
12
1114
$415 ﹤0.01%
6
+1
1115
$414 ﹤0.01%
6
1116
$414 ﹤0.01%
3
+1
1117
$410 ﹤0.01%
9
-5
1118
$409 ﹤0.01%
2
-1
1119
$408 ﹤0.01%
12
+1
1120
$402 ﹤0.01%
33
1121
$402 ﹤0.01%
6
1122
$401 ﹤0.01%
5
1123
$401 ﹤0.01%
8
-9
1124
$398 ﹤0.01%
8
-3
1125
$396 ﹤0.01%
3
+1
43 44
45
46 47