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
1276
$136 ﹤0.01%
4
-7
1277
$133 ﹤0.01%
4
+1
1278
$133 ﹤0.01%
2
-4
1279
$130 ﹤0.01%
3
-3
1280
$130 ﹤0.01%
14
-2
1281
$127 ﹤0.01%
8
-11
1282
$127 ﹤0.01%
2
-2
1283
$125 ﹤0.01%
10
+8
1284
$121 ﹤0.01%
2
+1
1285
$121 ﹤0.01%
10
-6
1286
$119 ﹤0.01%
19
-3
1287
$114 ﹤0.01%
2
-1
1288
$113 ﹤0.01%
3
1289
$112 ﹤0.01%
+3
1290
$112 ﹤0.01%
1
1291
$111 ﹤0.01%
3
1292
$110 ﹤0.01%
4
-3
1293
$108 ﹤0.01%
6
1294
$107 ﹤0.01%
7
1295
$107 ﹤0.01%
3
1296
$105 ﹤0.01%
8
+3
1297
$101 ﹤0.01%
4
+3
1298
$100 ﹤0.01%
7
1299
$99 ﹤0.01%
1
1300
$97 ﹤0.01%
5
50 51
52
53 54