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
1226
$215 ﹤0.01%
4
-5
1227
$214 ﹤0.01%
8
-6
1228
$213 ﹤0.01%
6
1229
$213 ﹤0.01%
44
1230
$211 ﹤0.01%
6
1231
$205 ﹤0.01%
3
1232
$205 ﹤0.01%
28
+15
1233
$204 ﹤0.01%
4
1234
$203 ﹤0.01%
8
1235
$202 ﹤0.01%
35
1236
$200 ﹤0.01%
6
-3
1237
$199 ﹤0.01%
16
-21
1238
$198 ﹤0.01%
3
1239
$198 ﹤0.01%
5
1240
$197 ﹤0.01%
5
-2
1241
$195 ﹤0.01%
13
-6
1242
$195 ﹤0.01%
+2
1243
$194 ﹤0.01%
6
1244
$193 ﹤0.01%
3
-2
1245
$189 ﹤0.01%
6
1246
$187 ﹤0.01%
16
-8
1247
$185 ﹤0.01%
22
-3
1248
$184 ﹤0.01%
5
1249
$184 ﹤0.01%
16
-3
1250
$183 ﹤0.01%
14
-4
48 49
50
51 52