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
451
$3.13K ﹤0.01%
37
452
$3.12K ﹤0.01%
58
-1
453
$3.11K ﹤0.01%
19
+1
454
$3.1K ﹤0.01%
6
455
$3.1K ﹤0.01%
12
+1
456
$3.07K ﹤0.01%
112
+8
457
$3.05K ﹤0.01%
17
-2
458
$3.05K ﹤0.01%
13
459
$3.04K ﹤0.01%
12
460
$3.04K ﹤0.01%
74
+4
461
$3.03K ﹤0.01%
28
+3
462
$3.02K ﹤0.01%
64
-2
463
$3.02K ﹤0.01%
12
464
$3K ﹤0.01%
31
465
$3K ﹤0.01%
17
466
$2.99K ﹤0.01%
69
+2
467
$2.99K ﹤0.01%
35
+1
468
$2.99K ﹤0.01%
11
-2
469
$2.99K ﹤0.01%
12
+1
470
$2.98K ﹤0.01%
16
+1
471
$2.98K ﹤0.01%
13
472
$2.98K ﹤0.01%
103
-4
473
$2.98K ﹤0.01%
12
+1
474
$2.98K ﹤0.01%
35
+1
475
$2.96K ﹤0.01%
40
+20
17 18
19
20 21