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
526
$1.97K ﹤0.01%
8
+1
527
$1.97K ﹤0.01%
42
+26
528
$1.95K ﹤0.01%
17
+2
529
$1.94K ﹤0.01%
15
+2
530
$1.94K ﹤0.01%
26
+4
531
$1.93K ﹤0.01%
6
532
$1.92K ﹤0.01%
18
+3
533
$1.92K ﹤0.01%
11
+2
534
$1.92K ﹤0.01%
23
+5
535
$1.91K ﹤0.01%
84
+32
536
$1.9K ﹤0.01%
42
+5
537
$1.9K ﹤0.01%
13
+3
538
$1.89K ﹤0.01%
14
+3
539
$1.89K ﹤0.01%
22
+5
540
$1.88K ﹤0.01%
25
+5
541
$1.86K ﹤0.01%
64
+5
542
$1.85K ﹤0.01%
38
+6
543
$1.85K ﹤0.01%
6
+1
544
$1.85K ﹤0.01%
22
+3
545
$1.85K ﹤0.01%
26
-6
546
$1.85K ﹤0.01%
37
+5
547
$1.85K ﹤0.01%
17
+2
548
$1.83K ﹤0.01%
21
+3
549
$1.83K ﹤0.01%
85
+11
550
$1.83K ﹤0.01%
13
+2
20 21
22
23 24