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
551
$1.81K ﹤0.01%
16
+5
552
$1.81K ﹤0.01%
34
+5
553
$1.8K ﹤0.01%
21
+3
554
$1.8K ﹤0.01%
36
+5
555
$1.8K ﹤0.01%
26
+3
556
$1.79K ﹤0.01%
49
557
$1.78K ﹤0.01%
6
+1
558
$1.78K ﹤0.01%
35
+9
559
$1.77K ﹤0.01%
7
+1
560
$1.77K ﹤0.01%
33
+5
561
$1.76K ﹤0.01%
18
+3
562
$1.76K ﹤0.01%
14
+3
563
$1.76K ﹤0.01%
21
+4
564
$1.76K ﹤0.01%
33
+3
565
$1.76K ﹤0.01%
18
-1
566
$1.75K ﹤0.01%
20
+5
567
$1.75K ﹤0.01%
27
+4
568
$1.75K ﹤0.01%
9
+1
569
$1.74K ﹤0.01%
6
+1
570
$1.74K ﹤0.01%
15
+3
571
$1.74K ﹤0.01%
8
572
$1.74K ﹤0.01%
22
+1
573
$1.73K ﹤0.01%
13
+2
574
$1.73K ﹤0.01%
15
+2
575
$1.73K ﹤0.01%
21
+3
21 22
23
24 25