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
476
$2.28K ﹤0.01%
38
+5
477
$2.28K ﹤0.01%
43
+6
478
$2.27K ﹤0.01%
177
479
$2.27K ﹤0.01%
15
+2
480
$2.27K ﹤0.01%
3
481
$2.26K ﹤0.01%
17
+3
482
$2.25K ﹤0.01%
25
+2
483
$2.24K ﹤0.01%
6
+1
484
$2.24K ﹤0.01%
11
+1
485
$2.23K ﹤0.01%
13
+2
486
$2.23K ﹤0.01%
21
+4
487
$2.22K ﹤0.01%
30
+4
488
$2.22K ﹤0.01%
30
+4
489
$2.22K ﹤0.01%
14
+2
490
$2.21K ﹤0.01%
11
+2
491
$2.21K ﹤0.01%
38
+6
492
$2.19K ﹤0.01%
16
+2
493
$2.18K ﹤0.01%
26
+3
494
$2.16K ﹤0.01%
13
+2
495
$2.16K ﹤0.01%
36
+3
496
$2.16K ﹤0.01%
81
+15
497
$2.15K ﹤0.01%
7
+1
498
$2.15K ﹤0.01%
28
+4
499
$2.14K ﹤0.01%
20
+3
500
$2.14K ﹤0.01%
7
+1
18 19
20
21 22