DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
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
+$2.63M
2
+$1.9M
3
+$1.33M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$475K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$430K

Top Sells

1
+$1.13M
2
+$368K
3
+$346K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$281K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$225K

Sector Composition

1 Technology 1.08%
2 Consumer Discretionary 0.47%
3 Financials 0.43%
4 Materials 0.39%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$10 ﹤0.01%
1
1377
$9 ﹤0.01%
1
-11
1378
$9 ﹤0.01%
1
1379
$9 ﹤0.01%
1
1380
$7 ﹤0.01%
1
1381
$5 ﹤0.01%
1
-2
1382
– –
-52,100
1383
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-5
1384
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1385
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-6
1386
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1387
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1388
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1395
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1396
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1397
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1400
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54 55
56
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