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
501
$2.13K ﹤0.01%
32
+5
502
$2.13K ﹤0.01%
69
+10
503
$2.13K ﹤0.01%
26
+4
504
$2.1K ﹤0.01%
18
+2
505
$2.09K ﹤0.01%
13
+2
506
$2.08K ﹤0.01%
15
+2
507
$2.08K ﹤0.01%
28
+5
508
$2.08K ﹤0.01%
28
+4
509
$2.07K ﹤0.01%
212
+68
510
$2.07K ﹤0.01%
7
511
$2.07K ﹤0.01%
12
+2
512
$2.05K ﹤0.01%
17
+2
513
$2.05K ﹤0.01%
82
+27
514
$2.05K ﹤0.01%
19
+3
515
$2.04K ﹤0.01%
66
+11
516
$2.04K ﹤0.01%
41
+7
517
$2.03K ﹤0.01%
21
+3
518
$2.03K ﹤0.01%
116
+20
519
$2.02K ﹤0.01%
9
+3
520
$2.01K ﹤0.01%
28
+4
521
$2K ﹤0.01%
54
+15
522
$1.99K ﹤0.01%
12
+2
523
$1.99K ﹤0.01%
12
+2
524
$1.99K ﹤0.01%
35
+5
525
$1.98K ﹤0.01%
10
+1
19 20
21
22 23