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
1176
$310 ﹤0.01%
6
1177
$307 ﹤0.01%
8
-4
1178
$305 ﹤0.01%
52
+34
1179
$304 ﹤0.01%
63
-34
1180
$301 ﹤0.01%
4
-1
1181
$299 ﹤0.01%
10
+8
1182
$296 ﹤0.01%
7
-5
1183
$287 ﹤0.01%
6
+3
1184
$285 ﹤0.01%
250
1185
$283 ﹤0.01%
4
-2
1186
$281 ﹤0.01%
22
1187
$279 ﹤0.01%
20
+4
1188
$279 ﹤0.01%
6
1189
$276 ﹤0.01%
6
1190
$275 ﹤0.01%
5
1191
$273 ﹤0.01%
22
1192
$270 ﹤0.01%
12
+5
1193
$268 ﹤0.01%
19
+2
1194
$262 ﹤0.01%
5
1195
$262 ﹤0.01%
10
-14
1196
$262 ﹤0.01%
8
1197
$260 ﹤0.01%
6
1198
$260 ﹤0.01%
5
1199
$256 ﹤0.01%
9
-3
1200
$256 ﹤0.01%
12
-1
46 47
48
49 50