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
301
$6.58K ﹤0.01%
31
-1
302
$6.55K ﹤0.01%
63
-1
303
$6.46K ﹤0.01%
32
304
$6.42K ﹤0.01%
36
305
$6.41K ﹤0.01%
30
306
$6.4K ﹤0.01%
2
307
$6.3K ﹤0.01%
34
+1
308
$6.08K ﹤0.01%
55
+1
309
$6.07K ﹤0.01%
80
-8
310
$6.05K ﹤0.01%
40
+1
311
$6.04K ﹤0.01%
135
-17
312
$6.01K ﹤0.01%
13
313
$5.94K ﹤0.01%
57
314
$5.93K ﹤0.01%
65
+8
315
$5.91K ﹤0.01%
103
-5
316
$5.91K ﹤0.01%
27
317
$5.9K ﹤0.01%
13
+1
318
$5.88K ﹤0.01%
48
+1
319
$5.88K ﹤0.01%
18
320
$5.83K ﹤0.01%
100
321
$5.79K ﹤0.01%
42
322
$5.78K ﹤0.01%
30
323
$5.78K ﹤0.01%
17
324
$5.76K ﹤0.01%
16
+1
325
$5.7K ﹤0.01%
8
-2
11 12
13
14 15