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
326
$5.68K ﹤0.01%
12
327
$5.68K ﹤0.01%
42
-3
328
$5.66K ﹤0.01%
37
-7
329
$5.63K ﹤0.01%
12
-1
330
$5.63K ﹤0.01%
76
331
$5.62K ﹤0.01%
56
+9
332
$5.61K ﹤0.01%
77
333
$5.45K ﹤0.01%
50
-3
334
$5.43K ﹤0.01%
68
+3
335
$5.4K ﹤0.01%
175
336
$5.37K ﹤0.01%
17
337
$5.37K ﹤0.01%
25
+2
338
$5.36K ﹤0.01%
49
339
$5.36K ﹤0.01%
30
340
$5.34K ﹤0.01%
93
+1
341
$5.3K ﹤0.01%
19
-1
342
$5.29K ﹤0.01%
70
343
$5.25K ﹤0.01%
146
344
$5.25K ﹤0.01%
87
+14
345
$5.23K ﹤0.01%
19
+1
346
$5.21K ﹤0.01%
32
347
$5.2K ﹤0.01%
10
+3
348
$5.16K ﹤0.01%
60
349
$5.13K ﹤0.01%
26
350
$5.1K ﹤0.01%
17
12 13
14
15 16