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
576
$2.16K ﹤0.01%
8
577
$2.16K ﹤0.01%
9
578
$2.15K ﹤0.01%
46
+4
579
$2.15K ﹤0.01%
41
+4
580
$2.15K ﹤0.01%
17
581
$2.14K ﹤0.01%
15
582
$2.14K ﹤0.01%
139
+35
583
$2.13K ﹤0.01%
19
-2
584
$2.13K ﹤0.01%
25
+2
585
$2.12K ﹤0.01%
18
-3
586
$2.11K ﹤0.01%
18
+3
587
$2.1K ﹤0.01%
12
588
$2.1K ﹤0.01%
10
+1
589
$2.1K ﹤0.01%
57
+3
590
$2.08K ﹤0.01%
12
591
$2.08K ﹤0.01%
26
-1
592
$2.06K ﹤0.01%
11
+2
593
$2.05K ﹤0.01%
6
594
$2.04K ﹤0.01%
13
595
$2.04K ﹤0.01%
37
-2
596
$2.04K ﹤0.01%
7
-4
597
$2.04K ﹤0.01%
18
598
$2.04K ﹤0.01%
12
+2
599
$2.02K ﹤0.01%
28
-1
600
$2.02K ﹤0.01%
85
22 23
24
25 26