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
$790M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,477
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.1M
3
+$1.91M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.61M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Top Sells

1
+$4.39M
2
+$2.3M
3
+$1.94M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.52M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.44M

Sector Composition

1 Technology 1.21%
2 Consumer Discretionary 0.63%
3 Financials 0.42%
4 Industrials 0.28%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K ﹤0.01%
50
+2
227
$11K ﹤0.01%
189
228
$11K ﹤0.01%
1,111
+136
229
$10.9K ﹤0.01%
201
230
$10.8K ﹤0.01%
555
231
$10.8K ﹤0.01%
77
-1
232
$10.7K ﹤0.01%
748
233
$10.7K ﹤0.01%
124
234
$10.7K ﹤0.01%
22
235
$10.6K ﹤0.01%
188
-6
236
$10.5K ﹤0.01%
10
237
$10.5K ﹤0.01%
96
238
$10.5K ﹤0.01%
46
-1
239
$10.5K ﹤0.01%
26
-1
240
$10.5K ﹤0.01%
25
-11
241
$10.4K ﹤0.01%
116
242
$10.3K ﹤0.01%
30
-1
243
$10.2K ﹤0.01%
34
244
$10.2K ﹤0.01%
+192
245
$10.2K ﹤0.01%
16
246
$9.86K ﹤0.01%
14
247
$9.84K ﹤0.01%
22
248
$9.81K ﹤0.01%
80
-3
249
$9.78K ﹤0.01%
114
250
$9.74K ﹤0.01%
171
+2
8 9
10
11 12