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
501
$2.64K ﹤0.01%
13
+2
502
$2.62K ﹤0.01%
20
503
$2.61K ﹤0.01%
32
+3
504
$2.61K ﹤0.01%
6
505
$2.6K ﹤0.01%
19
506
$2.6K ﹤0.01%
28
+9
507
$2.55K ﹤0.01%
23
508
$2.54K ﹤0.01%
7
509
$2.53K ﹤0.01%
14
510
$2.53K ﹤0.01%
6
511
$2.53K ﹤0.01%
93
-5
512
$2.52K ﹤0.01%
12
+2
513
$2.52K ﹤0.01%
6
514
$2.51K ﹤0.01%
12
515
$2.5K ﹤0.01%
56
+6
516
$2.5K ﹤0.01%
7
517
$2.5K ﹤0.01%
69
518
$2.5K ﹤0.01%
39
-1
519
$2.48K ﹤0.01%
18
520
$2.46K ﹤0.01%
31
+4
521
$2.46K ﹤0.01%
115
+5
522
$2.45K ﹤0.01%
18
+3
523
$2.44K ﹤0.01%
29
524
$2.44K ﹤0.01%
23
525
$2.44K ﹤0.01%
14
-2
19 20
21
22 23