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
1
$92.7M 11.67%
1,951,467
+1,707
2
$92.4M 11.63%
2,195,812
+10,313
3
$72.4M 9.12%
1,197,781
-5,760
4
$54.7M 6.88%
1,788,213
-11,189
5
$42.5M 5.35%
1,619,729
+11,570
6
$42.3M 5.33%
1,523,384
-2,779
7
$42.1M 5.3%
704,409
-46
8
$40.5M 5.1%
1,222,370
-6,541
9
$34.9M 4.39%
1,238,452
+11,273
10
$29.5M 3.71%
893,578
+13,683
11
$22.1M 2.79%
760,430
-6,590
12
$20.5M 2.58%
775,807
+3,553
13
$19.7M 2.49%
479,139
-2,615
14
$19.7M 2.48%
388,689
+37,496
15
$18M 2.27%
668,343
+240
16
$17.5M 2.2%
329,269
+214
17
$17.2M 2.17%
322,613
+25,080
18
$15.5M 1.95%
253,221
-4,435
19
$12M 1.5%
461,629
-5
20
$10.1M 1.28%
257,794
-2,849
21
$7.23M 0.91%
140,330
-2,072
22
$5.93M 0.75%
219,339
+2,164
23
$5.75M 0.72%
227,993
+2,553
24
$5.53M 0.7%
105,808
-1,499
25
$5.38M 0.68%
205,273
-1,287
1
2 3 4 5