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
1301
$96 ﹤0.01%
5
-1
1302
$91 ﹤0.01%
+1
1303
$91 ﹤0.01%
5
1304
$89 ﹤0.01%
1
-3
1305
$87 ﹤0.01%
1
-5
1306
$85 ﹤0.01%
2
-3
1307
$83 ﹤0.01%
8
1308
$81 ﹤0.01%
30
1309
$79 ﹤0.01%
7
+6
1310
$75 ﹤0.01%
1
1311
$74 ﹤0.01%
1
1312
$73 ﹤0.01%
3
-9
1313
$72 ﹤0.01%
2
-2
1314
$72 ﹤0.01%
9
+8
1315
$70 ﹤0.01%
4
-1
1316
$70 ﹤0.01%
2
1317
$69 ﹤0.01%
2
-2
1318
$66 ﹤0.01%
1
-1
1319
$64 ﹤0.01%
1
-1
1320
$62 ﹤0.01%
7
1321
$61 ﹤0.01%
7
-11
1322
$61 ﹤0.01%
2
-1
1323
$60 ﹤0.01%
2
-3
1324
$60 ﹤0.01%
1
-3
1325
$59 ﹤0.01%
2
-4
51 52
53
54 55