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
1151
$352 ﹤0.01%
6
1152
$350 ﹤0.01%
6
-1
1153
$349 ﹤0.01%
6
1154
$347 ﹤0.01%
52
-1
1155
$347 ﹤0.01%
14
1156
$345 ﹤0.01%
6
1157
$342 ﹤0.01%
8
1158
$342 ﹤0.01%
10
1159
$340 ﹤0.01%
6
1160
$336 ﹤0.01%
6
+2
1161
$336 ﹤0.01%
5
1162
$336 ﹤0.01%
30
1163
$334 ﹤0.01%
6
1164
$333 ﹤0.01%
11
-2
1165
$330 ﹤0.01%
6
1166
$326 ﹤0.01%
19
+11
1167
$325 ﹤0.01%
13
1168
$321 ﹤0.01%
11
1169
$321 ﹤0.01%
5
1170
$318 ﹤0.01%
5
-2
1171
$317 ﹤0.01%
4
-2
1172
$316 ﹤0.01%
5
-6
1173
$314 ﹤0.01%
80
1174
$313 ﹤0.01%
8
+2
1175
$312 ﹤0.01%
11
-1
45 46
47
48 49