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
551
$2.29K ﹤0.01%
15
-1
552
$2.28K ﹤0.01%
52
+6
553
$2.27K ﹤0.01%
8
+1
554
$2.27K ﹤0.01%
63
555
$2.26K ﹤0.01%
37
+1
556
$2.25K ﹤0.01%
7
557
$2.25K ﹤0.01%
38
+2
558
$2.25K ﹤0.01%
59
+1
559
$2.25K ﹤0.01%
12
-1
560
$2.24K ﹤0.01%
15
561
$2.24K ﹤0.01%
177
562
$2.24K ﹤0.01%
28
563
$2.23K ﹤0.01%
19
564
$2.23K ﹤0.01%
42
+8
565
$2.23K ﹤0.01%
27
566
$2.23K ﹤0.01%
6
567
$2.22K ﹤0.01%
87
+13
568
$2.22K ﹤0.01%
30
+6
569
$2.22K ﹤0.01%
8
+1
570
$2.21K ﹤0.01%
29
+5
571
$2.2K ﹤0.01%
62
572
$2.18K ﹤0.01%
36
-13
573
$2.17K ﹤0.01%
26
574
$2.17K ﹤0.01%
27
+6
575
$2.16K ﹤0.01%
20
+1
21 22
23
24 25