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
176
$21.2K ﹤0.01%
63
+1
177
$20.7K ﹤0.01%
156
+10
178
$20.3K ﹤0.01%
562
+32
179
$20.2K ﹤0.01%
338
+280
180
$19.7K ﹤0.01%
+135
181
$19.6K ﹤0.01%
735
182
$19.5K ﹤0.01%
316
183
$19.4K ﹤0.01%
100
184
$19.3K ﹤0.01%
133
+1
185
$18.8K ﹤0.01%
187
186
$18.6K ﹤0.01%
109
+4
187
$17.8K ﹤0.01%
270
188
$17.7K ﹤0.01%
278
189
$17.3K ﹤0.01%
550
190
$17.2K ﹤0.01%
380
+2
191
$17.1K ﹤0.01%
203
+133
192
$17.1K ﹤0.01%
+1,297
193
$16.9K ﹤0.01%
121
+1
194
$16.6K ﹤0.01%
100
195
$16.6K ﹤0.01%
299
196
$16.2K ﹤0.01%
+200
197
$15.9K ﹤0.01%
161
198
$15.4K ﹤0.01%
116
199
$15K ﹤0.01%
678
200
$14.8K ﹤0.01%
235
6 7
8
9 10