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
276
$5.23K ﹤0.01%
12
+1
277
$5.23K ﹤0.01%
36
+5
278
$5.13K ﹤0.01%
68
+8
279
$5.07K ﹤0.01%
17
+1
280
$5.05K ﹤0.01%
12
+2
281
$5.04K ﹤0.01%
50
+6
282
$5.04K ﹤0.01%
64
+10
283
$5.04K ﹤0.01%
93
+5
284
$5.02K ﹤0.01%
13
+2
285
$4.99K ﹤0.01%
36
+6
286
$4.98K ﹤0.01%
79
+18
287
$4.93K ﹤0.01%
6
+1
288
$4.92K ﹤0.01%
32
+4
289
$4.89K ﹤0.01%
27
+4
290
$4.88K ﹤0.01%
175
291
$4.86K ﹤0.01%
12
+2
292
$4.86K ﹤0.01%
25
+4
293
$4.86K ﹤0.01%
17
+2
294
$4.85K ﹤0.01%
18
+2
295
$4.84K ﹤0.01%
35
+3
296
$4.83K ﹤0.01%
48
+7
297
$4.83K ﹤0.01%
77
+27
298
$4.79K ﹤0.01%
230
299
$4.76K ﹤0.01%
14
+2
300
$4.75K ﹤0.01%
13
+2
10 11
12
13 14