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
351
$5.07K ﹤0.01%
73
+3
352
$5.06K ﹤0.01%
+200
353
$5.04K ﹤0.01%
230
354
$5.03K ﹤0.01%
+1,000
355
$5.03K ﹤0.01%
25
356
$5.03K ﹤0.01%
12
357
$5.03K ﹤0.01%
17
358
$5.01K ﹤0.01%
53
359
$5K ﹤0.01%
35
360
$4.91K ﹤0.01%
43
+1
361
$4.89K ﹤0.01%
34
-1
362
$4.88K ﹤0.01%
21
363
$4.87K ﹤0.01%
54
364
$4.87K ﹤0.01%
76
365
$4.86K ﹤0.01%
1,000
-667
366
$4.73K ﹤0.01%
26
367
$4.7K ﹤0.01%
55
368
$4.68K ﹤0.01%
72
+5
369
$4.62K ﹤0.01%
50
-1
370
$4.58K ﹤0.01%
17
371
$4.53K ﹤0.01%
36
-1
372
$4.5K ﹤0.01%
29
373
$4.5K ﹤0.01%
20
374
$4.47K ﹤0.01%
30
375
$4.44K ﹤0.01%
30
13 14
15
16 17