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
101
$98.9K 0.01%
403
102
$98K 0.01%
2,349
-86
103
$95.4K 0.01%
1,877
+4
104
$95.2K 0.01%
868
105
$92.3K 0.01%
591
-6
106
$90.2K 0.01%
780
107
$88.5K 0.01%
529
+6
108
$87.8K 0.01%
2,985
+23
109
$85.3K 0.01%
330
+1
110
$84.5K 0.01%
419
+1
111
$84.2K 0.01%
479
-50
112
$84K 0.01%
308
+1
113
$82.9K 0.01%
495
-2
114
$81.6K 0.01%
780
115
$81.1K 0.01%
904
-11
116
$69.1K 0.01%
1,000
117
$68.2K 0.01%
425
118
$67.8K 0.01%
125
119
$63.9K 0.01%
147
+1
120
$60.9K 0.01%
249
121
$55.7K 0.01%
176
122
$53.7K 0.01%
260
-15
123
$51.4K 0.01%
2,135
124
$49.3K 0.01%
425
125
$47.1K 0.01%
476
+50
3 4
5
6 7