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
351
$3.61K ﹤0.01%
50
352
$3.61K ﹤0.01%
28
+4
353
$3.58K ﹤0.01%
29
+4
354
$3.58K ﹤0.01%
13
+2
355
$3.57K ﹤0.01%
21
+3
356
$3.54K ﹤0.01%
36
+4
357
$3.54K ﹤0.01%
+53
358
$3.51K ﹤0.01%
28
+23
359
$3.5K ﹤0.01%
11
+1
360
$3.49K ﹤0.01%
18
+7
361
$3.46K ﹤0.01%
13
+2
362
$3.46K ﹤0.01%
73
+16
363
$3.46K ﹤0.01%
30
+4
364
$3.46K ﹤0.01%
25
+4
365
$3.44K ﹤0.01%
29
+4
366
$3.43K ﹤0.01%
183
+15
367
$3.42K ﹤0.01%
21
+3
368
$3.41K ﹤0.01%
38
+5
369
$3.37K ﹤0.01%
7
+1
370
$3.37K ﹤0.01%
40
+6
371
$3.35K ﹤0.01%
53
+8
372
$3.35K ﹤0.01%
17
+1
373
$3.35K ﹤0.01%
11
+1
374
$3.33K ﹤0.01%
18
+3
375
$3.31K ﹤0.01%
37
+5
13 14
15
16 17