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
301
$4.67K ﹤0.01%
60
+5
302
$4.67K ﹤0.01%
24
303
$4.63K ﹤0.01%
29
+4
304
$4.63K ﹤0.01%
369
+113
305
$4.59K ﹤0.01%
19
+2
306
$4.59K ﹤0.01%
85
+15
307
$4.57K ﹤0.01%
31
+7
308
$4.54K ﹤0.01%
30
+21
309
$4.5K ﹤0.01%
31
+4
310
$4.46K ﹤0.01%
142
+16
311
$4.41K ﹤0.01%
26
+4
312
$4.34K ﹤0.01%
25
+3
313
$4.32K ﹤0.01%
17
+2
314
$4.31K ﹤0.01%
415
315
$4.3K ﹤0.01%
45
+8
316
$4.21K ﹤0.01%
17
+3
317
$4.18K ﹤0.01%
61
+6
318
$4.13K ﹤0.01%
21
+3
319
$4.13K ﹤0.01%
48
-1
320
$4.13K ﹤0.01%
53
+8
321
$4.11K ﹤0.01%
30
+5
322
$4.08K ﹤0.01%
19
+3
323
$4.06K ﹤0.01%
23
-1
324
$4.06K ﹤0.01%
31
+3
325
$4.04K ﹤0.01%
15
+3
11 12
13
14 15