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
201
$14.5K ﹤0.01%
130
202
$14.5K ﹤0.01%
75
203
$14.3K ﹤0.01%
46
+2
204
$14.3K ﹤0.01%
227
205
$14.2K ﹤0.01%
326
206
$13.7K ﹤0.01%
45
-53
207
$13.7K ﹤0.01%
51
+1
208
$13.7K ﹤0.01%
112
209
$13.7K ﹤0.01%
193
+2
210
$13.7K ﹤0.01%
25
-1
211
$13.3K ﹤0.01%
+325
212
$13.1K ﹤0.01%
49
-1
213
$13K ﹤0.01%
217
+2
214
$12.9K ﹤0.01%
+104
215
$12.9K ﹤0.01%
94
-3
216
$12.6K ﹤0.01%
125
+9
217
$12.6K ﹤0.01%
26
218
$12.6K ﹤0.01%
607
219
$12.5K ﹤0.01%
34
+4
220
$12.5K ﹤0.01%
38
-2
221
$12.3K ﹤0.01%
95
-1
222
$12.3K ﹤0.01%
202
+14
223
$12.2K ﹤0.01%
284
-2
224
$12.1K ﹤0.01%
26
+1
225
$12.1K ﹤0.01%
+135
7 8
9
10 11