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
376
$4.42K ﹤0.01%
4
+1
377
$4.4K ﹤0.01%
73
378
$4.4K ﹤0.01%
24
379
$4.4K ﹤0.01%
13
380
$4.39K ﹤0.01%
33
+3
381
$4.37K ﹤0.01%
21
+5
382
$4.33K ﹤0.01%
21
383
$4.31K ﹤0.01%
12
384
$4.27K ﹤0.01%
7
385
$4.24K ﹤0.01%
10
386
$4.24K ﹤0.01%
12
387
$4.23K ﹤0.01%
2
388
$4.23K ﹤0.01%
+100
389
$4.22K ﹤0.01%
37
-79
390
$4.21K ﹤0.01%
52
391
$4.2K ﹤0.01%
32
+1
392
$4.2K ﹤0.01%
7
393
$4.14K ﹤0.01%
35
394
$4.12K ﹤0.01%
126
395
$4.1K ﹤0.01%
21
396
$4.09K ﹤0.01%
31
397
$4.09K ﹤0.01%
24
398
$4.07K ﹤0.01%
29
399
$4.06K ﹤0.01%
11
400
$4.06K ﹤0.01%
23
14 15
16
17 18