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
26
$2.25M 0.3%
51,126
+45,408
27
$2.08M 0.28%
43,607
+3,700
28
$1.93M 0.26%
55,304
-2,817
29
$1.72M 0.23%
3,850
+191
30
$1.4M 0.19%
56,735
+101
31
$1.21M 0.16%
54,960
+280
32
$953K 0.13%
28,926
-821
33
$898K 0.12%
4,264
+230
34
$786K 0.11%
2,102
35
$734K 0.1%
1,468
36
$624K 0.08%
12,220
-2,456
37
$442K 0.06%
807
38
$427K 0.06%
891
39
$393K 0.05%
11,735
-524
40
$383K 0.05%
2,194
41
$323K 0.04%
2,804
-895
42
$292K 0.04%
7,078
+181
43
$289K 0.04%
2,339
+689
44
$270K 0.04%
1,682
45
$242K 0.03%
1,252
+383
46
$236K 0.03%
1,453
+10
47
$232K 0.03%
3,965
48
$231K 0.03%
6,405
49
$229K 0.03%
518
+27
50
$217K 0.03%
534
+116
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