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
1251
$181 ﹤0.01%
13
-59
1252
$181 ﹤0.01%
7
+2
1253
$178 ﹤0.01%
30
-14
1254
$178 ﹤0.01%
56
+9
1255
$175 ﹤0.01%
7
-13
1256
$174 ﹤0.01%
5
-1
1257
$174 ﹤0.01%
22
+13
1258
$171 ﹤0.01%
6
1259
$170 ﹤0.01%
4
1260
$165 ﹤0.01%
5
-1
1261
$161 ﹤0.01%
5
-4
1262
$160 ﹤0.01%
6
1263
$157 ﹤0.01%
6
+1
1264
$156 ﹤0.01%
5
-1
1265
$154 ﹤0.01%
6
1266
$153 ﹤0.01%
4
-2
1267
$151 ﹤0.01%
4
-8
1268
$150 ﹤0.01%
6
-4
1269
$147 ﹤0.01%
54
+6
1270
$146 ﹤0.01%
+4
1271
$145 ﹤0.01%
2
-1
1272
$143 ﹤0.01%
6
-1
1273
$141 ﹤0.01%
9
-1
1274
$139 ﹤0.01%
3
1275
$138 ﹤0.01%
4
49 50
51
52 53