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
426
$2.67K ﹤0.01%
11
+2
427
$2.66K ﹤0.01%
52
+6
428
$2.66K ﹤0.01%
65
+9
429
$2.65K ﹤0.01%
36
+6
430
$2.65K ﹤0.01%
23
+3
431
$2.62K ﹤0.01%
12
+2
432
$2.6K ﹤0.01%
67
+14
433
$2.6K ﹤0.01%
11
+1
434
$2.6K ﹤0.01%
62
+11
435
$2.58K ﹤0.01%
6
+1
436
$2.57K ﹤0.01%
5
+2
437
$2.57K ﹤0.01%
19
+2
438
$2.56K ﹤0.01%
64
+9
439
$2.55K ﹤0.01%
11
+1
440
$2.53K ﹤0.01%
52
+13
441
$2.52K ﹤0.01%
34
+6
442
$2.51K ﹤0.01%
5
+2
443
$2.49K ﹤0.01%
21
+5
444
$2.48K ﹤0.01%
21
+3
445
$2.46K ﹤0.01%
12
+2
446
$2.46K ﹤0.01%
18
+3
447
$2.46K ﹤0.01%
57
+9
448
$2.46K ﹤0.01%
11
+2
449
$2.45K ﹤0.01%
6
+1
450
$2.42K ﹤0.01%
28
+8
16 17
18
19 20