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
601
$1.59K ﹤0.01%
6
+2
602
$1.59K ﹤0.01%
16
+1
603
$1.58K ﹤0.01%
18
+5
604
$1.58K ﹤0.01%
66
+17
605
$1.57K ﹤0.01%
22
+3
606
$1.57K ﹤0.01%
14
+2
607
$1.57K ﹤0.01%
22
+3
608
$1.56K ﹤0.01%
7
+1
609
$1.56K ﹤0.01%
13
+2
610
$1.56K ﹤0.01%
7
+1
611
$1.55K ﹤0.01%
19
+4
612
$1.55K ﹤0.01%
12
+2
613
$1.54K ﹤0.01%
17
+2
614
$1.53K ﹤0.01%
6
+1
615
$1.53K ﹤0.01%
53
+8
616
$1.52K ﹤0.01%
68
+10
617
$1.51K ﹤0.01%
14
+1
618
$1.51K ﹤0.01%
18
+1
619
$1.5K ﹤0.01%
28
+4
620
$1.5K ﹤0.01%
16
+1
621
$1.5K ﹤0.01%
59
+18
622
$1.49K ﹤0.01%
57
+8
623
$1.49K ﹤0.01%
52
+14
624
$1.48K ﹤0.01%
26
+2
625
$1.47K ﹤0.01%
5
+1
23 24
25
26 27