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
251
$9.63K ﹤0.01%
200
252
$9.55K ﹤0.01%
53
253
$9.45K ﹤0.01%
57
+4
254
$9.39K ﹤0.01%
39
255
$9.33K ﹤0.01%
101
256
$9.32K ﹤0.01%
175
257
$9.26K ﹤0.01%
36
258
$9.22K ﹤0.01%
19
259
$9.21K ﹤0.01%
105
+1
260
$9.12K ﹤0.01%
16
261
$9.07K ﹤0.01%
28
+5
262
$8.99K ﹤0.01%
77
-2
263
$8.96K ﹤0.01%
18
264
$8.93K ﹤0.01%
146
-1
265
$8.87K ﹤0.01%
7
266
$8.81K ﹤0.01%
122
-78
267
$8.77K ﹤0.01%
838
268
$8.73K ﹤0.01%
81
-4
269
$8.72K ﹤0.01%
433
270
$8.63K ﹤0.01%
100
-1
271
$8.62K ﹤0.01%
78
-10
272
$8.6K ﹤0.01%
181
+109
273
$8.45K ﹤0.01%
220
274
$8.32K ﹤0.01%
16
-2
275
$8.3K ﹤0.01%
105
9 10
11
12 13