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
326
$4.02K ﹤0.01%
11
+1
327
$4K ﹤0.01%
20
+4
328
$3.95K ﹤0.01%
7
329
$3.9K ﹤0.01%
8
+1
330
$3.87K ﹤0.01%
82
+25
331
$3.86K ﹤0.01%
28
+3
332
$3.86K ﹤0.01%
15
+4
333
$3.85K ﹤0.01%
22
+7
334
$3.83K ﹤0.01%
17
+2
335
$3.83K ﹤0.01%
334
336
$3.81K ﹤0.01%
35
+4
337
$3.81K ﹤0.01%
17
+3
338
$3.81K ﹤0.01%
18
+3
339
$3.79K ﹤0.01%
39
+7
340
$3.75K ﹤0.01%
7
+1
341
$3.74K ﹤0.01%
29
+4
342
$3.72K ﹤0.01%
110
+22
343
$3.71K ﹤0.01%
51
+9
344
$3.71K ﹤0.01%
53
+6
345
$3.67K ﹤0.01%
26
+4
346
$3.67K ﹤0.01%
45
+7
347
$3.65K ﹤0.01%
77
+15
348
$3.65K ﹤0.01%
20
+3
349
$3.63K ﹤0.01%
26
+4
350
$3.61K ﹤0.01%
24
+4
12 13
14
15 16