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
151
$28.1K ﹤0.01%
58
152
$27.7K ﹤0.01%
437
-2
153
$27.5K ﹤0.01%
173
154
$27.1K ﹤0.01%
1,068
+73
155
$27K ﹤0.01%
44
-1
156
$26.4K ﹤0.01%
50
157
$26.4K ﹤0.01%
97
-1
158
$26K ﹤0.01%
1,337
159
$25.7K ﹤0.01%
405
160
$25.6K ﹤0.01%
27
161
$25.5K ﹤0.01%
837
+12
162
$24.9K ﹤0.01%
99
163
$24.7K ﹤0.01%
79
-1
164
$24.6K ﹤0.01%
1,000
165
$24.2K ﹤0.01%
26
166
$23.3K ﹤0.01%
228
167
$23.3K ﹤0.01%
876
168
$23.1K ﹤0.01%
86
+2
169
$23K ﹤0.01%
5
+2
170
$22.6K ﹤0.01%
147
-1
171
$22.4K ﹤0.01%
33
+1
172
$22.3K ﹤0.01%
720
+570
173
$21.8K ﹤0.01%
539
+2
174
$21.7K ﹤0.01%
2,025
-249
175
$21.6K ﹤0.01%
600
5 6
7
8 9