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
$741M
AUM Growth
-$285K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2M
3
+$1.48M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.43M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$603K

Top Sells

1
+$2.02M
2
+$1.23M
3
+$948K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$647K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$629K

Sector Composition

1 Technology 0.59%
2 Communication Services 0.44%
3 Financials 0.2%
4 Industrials 0.13%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.69K ﹤0.01%
99
+40
227
$7.58K ﹤0.01%
17
+1
228
$7.49K ﹤0.01%
47
+28
229
$7.39K ﹤0.01%
105
+15
230
$7.36K ﹤0.01%
989
+121
231
$7.31K ﹤0.01%
670
232
$7.24K ﹤0.01%
145
+17
233
$7.16K ﹤0.01%
+7
234
$7.15K ﹤0.01%
58
235
$7.1K ﹤0.01%
69
+1
236
$7.04K ﹤0.01%
33
+4
237
$7K ﹤0.01%
28
+4
238
$6.99K ﹤0.01%
5
+2
239
$6.96K ﹤0.01%
44
+3
240
$6.94K ﹤0.01%
63
+6
241
$6.9K ﹤0.01%
22
+15
242
$6.86K ﹤0.01%
140
+7
243
$6.82K ﹤0.01%
197
+9
244
$6.78K ﹤0.01%
42
+6
245
$6.74K ﹤0.01%
41
246
$6.73K ﹤0.01%
249
+10
247
$6.72K ﹤0.01%
98
+14
248
$6.71K ﹤0.01%
49
+4
249
$6.55K ﹤0.01%
80
+10
250
$6.53K ﹤0.01%
31
+5
8 9
10
11 12