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
576
$1.72K ﹤0.01%
31
+4
577
$1.71K ﹤0.01%
31
+4
578
$1.7K ﹤0.01%
7
+1
579
$1.7K ﹤0.01%
9
+1
580
$1.69K ﹤0.01%
23
+3
581
$1.69K ﹤0.01%
10
+1
582
$1.68K ﹤0.01%
1
-2
583
$1.68K ﹤0.01%
7
+1
584
$1.68K ﹤0.01%
26
+5
585
$1.67K ﹤0.01%
28
+10
586
$1.66K ﹤0.01%
17
+2
587
$1.66K ﹤0.01%
26
+4
588
$1.66K ﹤0.01%
14
+2
589
$1.66K ﹤0.01%
9
+2
590
$1.65K ﹤0.01%
6
+4
591
$1.63K ﹤0.01%
29
+4
592
$1.63K ﹤0.01%
3
593
$1.62K ﹤0.01%
25
+4
594
$1.62K ﹤0.01%
45
+9
595
$1.62K ﹤0.01%
12
+2
596
$1.6K ﹤0.01%
15
+4
597
$1.6K ﹤0.01%
20
+3
598
$1.59K ﹤0.01%
17
+2
599
$1.59K ﹤0.01%
34
+11
600
$1.59K ﹤0.01%
11
+2
22 23
24
25 26