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
376
$3.27K ﹤0.01%
36
+5
377
$3.25K ﹤0.01%
6
+1
378
$3.25K ﹤0.01%
18
+3
379
$3.25K ﹤0.01%
14
+1
380
$3.22K ﹤0.01%
60
+9
381
$3.18K ﹤0.01%
56
+8
382
$3.16K ﹤0.01%
30
+5
383
$3.13K ﹤0.01%
109
384
$3.12K ﹤0.01%
47
+7
385
$3.11K ﹤0.01%
63
+9
386
$3.1K ﹤0.01%
6
+1
387
$3.1K ﹤0.01%
29
+3
388
$3.09K ﹤0.01%
13
+2
389
$3.07K ﹤0.01%
51
+7
390
$3.07K ﹤0.01%
43
+8
391
$3.07K ﹤0.01%
65
+10
392
$3.07K ﹤0.01%
22
+4
393
$3.07K ﹤0.01%
30
-12
394
$3.06K ﹤0.01%
63
+15
395
$3.05K ﹤0.01%
8
+1
396
$3K ﹤0.01%
24
+4
397
$2.99K ﹤0.01%
44
+9
398
$2.99K ﹤0.01%
10
+1
399
$2.98K ﹤0.01%
22
+4
400
$2.98K ﹤0.01%
11
+1
14 15
16
17 18