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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
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1427
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1428
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1429
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1430
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1431
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1432
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1433
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-27
1434
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-78
1435
– –
-6
1436
– –
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1437
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-3
1438
– –
-1
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