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
276
$8.11K ﹤0.01%
239
277
$7.81K ﹤0.01%
38
278
$7.75K ﹤0.01%
311
-71
279
$7.55K ﹤0.01%
73
-402
280
$7.5K ﹤0.01%
25
281
$7.44K ﹤0.01%
148
282
$7.41K ﹤0.01%
139
283
$7.31K ﹤0.01%
40
-1
284
$7.31K ﹤0.01%
14
285
$7.3K ﹤0.01%
194
-8
286
$7.26K ﹤0.01%
670
287
$7.25K ﹤0.01%
58
288
$7.18K ﹤0.01%
41
289
$7.18K ﹤0.01%
149
+143
290
$7.11K ﹤0.01%
101
291
$7.09K ﹤0.01%
73
+12
292
$7K ﹤0.01%
100
293
$6.7K ﹤0.01%
33
+2
294
$6.7K ﹤0.01%
484
-4
295
$6.66K ﹤0.01%
29
296
$6.65K ﹤0.01%
87
297
$6.65K ﹤0.01%
79
+4
298
$6.64K ﹤0.01%
35
299
$6.6K ﹤0.01%
26
300
$6.59K ﹤0.01%
26
10 11
12
13 14