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
401
$4.03K ﹤0.01%
51
-197
402
$3.99K ﹤0.01%
31
-1
403
$3.97K ﹤0.01%
34
404
$3.95K ﹤0.01%
150
405
$3.91K ﹤0.01%
62
+1
406
$3.9K ﹤0.01%
11
407
$3.9K ﹤0.01%
63
+1
408
$3.88K ﹤0.01%
38
409
$3.87K ﹤0.01%
53
410
$3.84K ﹤0.01%
17
411
$3.84K ﹤0.01%
33
+1
412
$3.84K ﹤0.01%
127
-1
413
$3.84K ﹤0.01%
103
+6
414
$3.75K ﹤0.01%
33
+5
415
$3.75K ﹤0.01%
49
+2
416
$3.74K ﹤0.01%
29
417
$3.7K ﹤0.01%
58
+3
418
$3.69K ﹤0.01%
47
+6
419
$3.67K ﹤0.01%
3
-3
420
$3.64K ﹤0.01%
40
421
$3.58K ﹤0.01%
+25
422
$3.57K ﹤0.01%
6
423
$3.55K ﹤0.01%
19
424
$3.54K ﹤0.01%
18
425
$3.54K ﹤0.01%
63
15 16
17
18 19