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
1201
$256 ﹤0.01%
+6
1202
$256 ﹤0.01%
22
-15
1203
$255 ﹤0.01%
3
-3
1204
$254 ﹤0.01%
18
1205
$252 ﹤0.01%
+9
1206
$246 ﹤0.01%
4
1207
$240 ﹤0.01%
10
-2
1208
$240 ﹤0.01%
19
-2
1209
$240 ﹤0.01%
2
1210
$239 ﹤0.01%
3
-9
1211
$238 ﹤0.01%
4
-3
1212
$236 ﹤0.01%
5
1213
$236 ﹤0.01%
2
-4
1214
$233 ﹤0.01%
4
-8
1215
$233 ﹤0.01%
39
1216
$230 ﹤0.01%
6
1217
$230 ﹤0.01%
7
-1
1218
$228 ﹤0.01%
4
+1
1219
$225 ﹤0.01%
41
-34
1220
$225 ﹤0.01%
4
-6
1221
$223 ﹤0.01%
6
+1
1222
$221 ﹤0.01%
6
1223
$219 ﹤0.01%
2
+1
1224
$219 ﹤0.01%
10
-1
1225
$217 ﹤0.01%
6
47 48
49
50 51