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
451
$2.42K ﹤0.01%
33
+4
452
$2.42K ﹤0.01%
11
+1
453
$2.41K ﹤0.01%
114
+18
454
$2.41K ﹤0.01%
40
+6
455
$2.39K ﹤0.01%
68
+12
456
$2.39K ﹤0.01%
15
+2
457
$2.39K ﹤0.01%
8
+2
458
$2.38K ﹤0.01%
74
+24
459
$2.38K ﹤0.01%
16
+1
460
$2.38K ﹤0.01%
38
+7
461
$2.38K ﹤0.01%
60
+10
462
$2.36K ﹤0.01%
11
+3
463
$2.36K ﹤0.01%
13
+2
464
$2.34K ﹤0.01%
19
+3
465
$2.33K ﹤0.01%
15
+3
466
$2.32K ﹤0.01%
8
+2
467
$2.32K ﹤0.01%
6
+1
468
$2.31K ﹤0.01%
6
+1
469
$2.31K ﹤0.01%
6
+1
470
$2.31K ﹤0.01%
25
+6
471
$2.31K ﹤0.01%
7
+1
472
$2.3K ﹤0.01%
6
+1
473
$2.3K ﹤0.01%
29
+4
474
$2.3K ﹤0.01%
12
+2
475
$2.28K ﹤0.01%
22
+3
17 18
19
20 21