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
526
$2.44K ﹤0.01%
21
-1
527
$2.43K ﹤0.01%
23
+5
528
$2.43K ﹤0.01%
32
529
$2.42K ﹤0.01%
6
530
$2.42K ﹤0.01%
103
-1,095
531
$2.42K ﹤0.01%
120
532
$2.39K ﹤0.01%
13
533
$2.39K ﹤0.01%
7
534
$2.38K ﹤0.01%
75
+2
535
$2.38K ﹤0.01%
14
-1
536
$2.36K ﹤0.01%
7
537
$2.36K ﹤0.01%
23
+2
538
$2.35K ﹤0.01%
13
539
$2.33K ﹤0.01%
5
-1
540
$2.33K ﹤0.01%
7
541
$2.33K ﹤0.01%
41
+1
542
$2.32K ﹤0.01%
32
543
$2.32K ﹤0.01%
6
544
$2.3K ﹤0.01%
22
545
$2.3K ﹤0.01%
13
546
$2.3K ﹤0.01%
11
547
$2.3K ﹤0.01%
25
+2
548
$2.29K ﹤0.01%
6
549
$2.29K ﹤0.01%
7
550
$2.29K ﹤0.01%
68
+3
20 21
22
23 24