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
$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
26
$3.21M 0.41%
12,818
+102
27
$3.09M 0.39%
64,750
+11,918
28
$2.17M 0.28%
7,501
+13
29
$2.02M 0.26%
4,786
-667
30
$1.91M 0.24%
50,458
-4,664
31
$1.37M 0.17%
55,673
-305
32
$1.3M 0.16%
5,909
33
$1.28M 0.16%
54,979
-148
34
$1.16M 0.15%
8,612
+71
35
$1.13M 0.14%
+52,100
36
$994K 0.13%
30,264
+961
37
$863K 0.11%
2,102
38
$839K 0.11%
3,864
-1,228
39
$791K 0.1%
1,468
40
$744K 0.09%
22,867
+21
41
$733K 0.09%
3,958
42
$723K 0.09%
8,904
43
$666K 0.08%
11,595
44
$662K 0.08%
1,295
45
$629K 0.08%
13,632
+1,020
46
$618K 0.08%
12,127
-168
47
$607K 0.08%
20,778
+1,031
48
$582K 0.07%
1,284
-1
49
$580K 0.07%
2,001
+16
50
$563K 0.07%
3,380
-301
1
2
3 4 5