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
1351
$30 ﹤0.01%
3
-4
1352
$30 ﹤0.01%
3
+1
1353
$30 ﹤0.01%
3
-1
1354
$29 ﹤0.01%
1
-1
1355
$28 ﹤0.01%
+2
1356
$26 ﹤0.01%
3
1357
$26 ﹤0.01%
2
-1
1358
$23 ﹤0.01%
1
-4
1359
$22 ﹤0.01%
3
-40
1360
$20 ﹤0.01%
2
-1
1361
$19 ﹤0.01%
+1
1362
$19 ﹤0.01%
+3
1363
$19 ﹤0.01%
2
1364
$16 ﹤0.01%
1
1365
$15 ﹤0.01%
1
1366
$14 ﹤0.01%
2
-2
1367
$14 ﹤0.01%
6
-3
1368
$14 ﹤0.01%
1
1369
$14 ﹤0.01%
1
-5
1370
$13 ﹤0.01%
1
-1
1371
$11 ﹤0.01%
1
1372
$10 ﹤0.01%
1
1373
$10 ﹤0.01%
1
-4
1374
$10 ﹤0.01%
2
-4
1375
$10 ﹤0.01%
1
53 54
55
56 57