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
126
$46.4K 0.01%
1,852
127
$46.2K 0.01%
396
+3
128
$45.2K 0.01%
137
129
$43.7K 0.01%
400
-4
130
$41.3K 0.01%
577
131
$41.1K 0.01%
131
132
$40.6K 0.01%
1,786
-50
133
$39.8K 0.01%
342
+3
134
$38.7K ﹤0.01%
137
-1
135
$38K ﹤0.01%
110
136
$37.8K ﹤0.01%
360
-5
137
$37.3K ﹤0.01%
604
-6
138
$35.7K ﹤0.01%
174
+2
139
$34.9K ﹤0.01%
222
+1
140
$34.1K ﹤0.01%
1,000
141
$32.4K ﹤0.01%
190
+2
142
$31.8K ﹤0.01%
159
-217
143
$31K ﹤0.01%
120
144
$30.9K ﹤0.01%
135
+2
145
$30.5K ﹤0.01%
800
146
$30.1K ﹤0.01%
443
+151
147
$29.9K ﹤0.01%
716
+3
148
$29.5K ﹤0.01%
279
-2
149
$29.3K ﹤0.01%
31
-1
150
$28.6K ﹤0.01%
61
4 5
6
7 8