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
401
$2.96K ﹤0.01%
7
+3
402
$2.94K ﹤0.01%
13
+1
403
$2.94K ﹤0.01%
10
404
$2.91K ﹤0.01%
56
+8
405
$2.9K ﹤0.01%
8
+1
406
$2.9K ﹤0.01%
100
407
$2.88K ﹤0.01%
7
+1
408
$2.87K ﹤0.01%
82
+16
409
$2.85K ﹤0.01%
22
+3
410
$2.85K ﹤0.01%
6
+1
411
$2.82K ﹤0.01%
29
-6
412
$2.78K ﹤0.01%
21
+3
413
$2.78K ﹤0.01%
6
+1
414
$2.78K ﹤0.01%
26
+3
415
$2.77K ﹤0.01%
48
+20
416
$2.75K ﹤0.01%
35
+5
417
$2.73K ﹤0.01%
31
+4
418
$2.72K ﹤0.01%
17
+2
419
$2.72K ﹤0.01%
70
+12
420
$2.72K ﹤0.01%
104
+15
421
$2.72K ﹤0.01%
7
+1
422
$2.7K ﹤0.01%
28
+4
423
$2.68K ﹤0.01%
9
424
$2.67K ﹤0.01%
30
+4
425
$2.67K ﹤0.01%
7
+1
15 16
17
18 19