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
1326
$56 ﹤0.01%
5
-3
1327
$56 ﹤0.01%
1
-2
1328
$56 ﹤0.01%
14
-30
1329
$54 ﹤0.01%
2
-2
1330
$53 ﹤0.01%
11
-13
1331
$52 ﹤0.01%
+2
1332
$50 ﹤0.01%
2
1333
$49 ﹤0.01%
2
1334
$49 ﹤0.01%
3
-3
1335
$47 ﹤0.01%
2
1336
$43 ﹤0.01%
3
-3
1337
$43 ﹤0.01%
2
1338
$41 ﹤0.01%
1
-5
1339
$41 ﹤0.01%
1
-4
1340
$40 ﹤0.01%
1
-3
1341
$38 ﹤0.01%
9
1342
$37 ﹤0.01%
6
1343
$37 ﹤0.01%
+5
1344
$36 ﹤0.01%
5
-11
1345
$35 ﹤0.01%
1
1346
$34 ﹤0.01%
1
-1
1347
$34 ﹤0.01%
1
-1
1348
$33 ﹤0.01%
1
-5
1349
$32 ﹤0.01%
4
1350
$31 ﹤0.01%
10
-52
52 53
54
55 56