DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
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
426
$3.54K ﹤0.01%
16
+1
427
$3.53K ﹤0.01%
41
428
$3.47K ﹤0.01%
20
429
$3.46K ﹤0.01%
45
+1
430
$3.46K ﹤0.01%
6
431
$3.45K ﹤0.01%
24
+2
432
$3.38K ﹤0.01%
18
433
$3.37K ﹤0.01%
29
434
$3.31K ﹤0.01%
8
435
$3.3K ﹤0.01%
26
436
$3.26K ﹤0.01%
36
437
$3.26K ﹤0.01%
34
438
$3.25K ﹤0.01%
7
439
$3.25K ﹤0.01%
42
440
$3.24K ﹤0.01%
48
+4
441
$3.23K ﹤0.01%
24
442
$3.22K ﹤0.01%
14
443
$3.22K ﹤0.01%
22
444
$3.22K ﹤0.01%
55
445
$3.19K ﹤0.01%
19
446
$3.18K ﹤0.01%
42
-19
447
$3.17K ﹤0.01%
8
448
$3.14K ﹤0.01%
32
449
$3.13K ﹤0.01%
50
450
$3.13K ﹤0.01%
38
-1,101
16 17
18
19 20