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
251
$6.51K ﹤0.01%
44
+7
252
$6.5K ﹤0.01%
100
253
$6.46K ﹤0.01%
139
+21
254
$6.43K ﹤0.01%
218
+111
255
$6.41K ﹤0.01%
101
+17
256
$6.29K ﹤0.01%
509
+21
257
$6.23K ﹤0.01%
14
+2
258
$6.16K ﹤0.01%
30
+18
259
$6.13K ﹤0.01%
100
260
$5.93K ﹤0.01%
40
+3
261
$5.93K ﹤0.01%
2
262
$5.92K ﹤0.01%
25
+3
263
$5.92K ﹤0.01%
47
+10
264
$5.79K ﹤0.01%
86
+12
265
$5.72K ﹤0.01%
33
+3
266
$5.72K ﹤0.01%
77
+11
267
$5.7K ﹤0.01%
44
+3
268
$5.69K ﹤0.01%
36
+4
269
$5.67K ﹤0.01%
77
+13
270
$5.66K ﹤0.01%
38
+6
271
$5.61K ﹤0.01%
95
+8
272
$5.56K ﹤0.01%
103
+9
273
$5.46K ﹤0.01%
17
+2
274
$5.4K ﹤0.01%
59
+9
275
$5.31K ﹤0.01%
19
+3
9 10
11
12 13