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
476
$2.96K ﹤0.01%
39
+1
477
$2.94K ﹤0.01%
77
478
$2.89K ﹤0.01%
18
479
$2.89K ﹤0.01%
7
-1
480
$2.88K ﹤0.01%
27
481
$2.88K ﹤0.01%
6
482
$2.87K ﹤0.01%
31
+2
483
$2.85K ﹤0.01%
10
-1
484
$2.84K ﹤0.01%
6
485
$2.82K ﹤0.01%
12
486
$2.81K ﹤0.01%
86
487
$2.8K ﹤0.01%
11
488
$2.79K ﹤0.01%
20
+1
489
$2.77K ﹤0.01%
13
490
$2.76K ﹤0.01%
15
+1
491
$2.75K ﹤0.01%
12
492
$2.73K ﹤0.01%
6
493
$2.73K ﹤0.01%
16
494
$2.72K ﹤0.01%
21
+1
495
$2.72K ﹤0.01%
18
496
$2.71K ﹤0.01%
24
497
$2.71K ﹤0.01%
35
498
$2.68K ﹤0.01%
72
-6
499
$2.67K ﹤0.01%
36
+10
500
$2.67K ﹤0.01%
33
+3
18 19
20
21 22