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
1126
$395 ﹤0.01%
12
1127
$393 ﹤0.01%
13
+3
1128
$393 ﹤0.01%
6
1129
$391 ﹤0.01%
+11
1130
$388 ﹤0.01%
8
+2
1131
$388 ﹤0.01%
9
-3
1132
$387 ﹤0.01%
8
+2
1133
$383 ﹤0.01%
6
1134
$383 ﹤0.01%
21
+7
1135
$381 ﹤0.01%
13
-7
1136
$379 ﹤0.01%
4
-1
1137
$378 ﹤0.01%
10
-3
1138
$376 ﹤0.01%
9
-7
1139
$375 ﹤0.01%
7
+3
1140
$375 ﹤0.01%
12
1141
$374 ﹤0.01%
7
-6
1142
$372 ﹤0.01%
+14
1143
$371 ﹤0.01%
4
1144
$369 ﹤0.01%
17
1145
$367 ﹤0.01%
19
1146
$365 ﹤0.01%
11
+1
1147
$363 ﹤0.01%
19
-1
1148
$358 ﹤0.01%
11
+8
1149
$356 ﹤0.01%
6
+2
1150
$353 ﹤0.01%
5
44 45
46
47 48