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
601
$2.01K ﹤0.01%
21
-4
602
$2.01K ﹤0.01%
18
-1
603
$2.01K ﹤0.01%
35
+6
604
$2.01K ﹤0.01%
27
-12
605
$2K ﹤0.01%
31
-4
606
$2K ﹤0.01%
30
-1
607
$1.99K ﹤0.01%
71
-2
608
$1.99K ﹤0.01%
24
+2
609
$1.98K ﹤0.01%
8
610
$1.97K ﹤0.01%
6
+5
611
$1.97K ﹤0.01%
5
612
$1.96K ﹤0.01%
24
613
$1.95K ﹤0.01%
17
-1
614
$1.94K ﹤0.01%
21
615
$1.93K ﹤0.01%
60
+1
616
$1.92K ﹤0.01%
38
+6
617
$1.91K ﹤0.01%
14
+6
618
$1.9K ﹤0.01%
31
619
$1.9K ﹤0.01%
12
620
$1.89K ﹤0.01%
63
-3
621
$1.88K ﹤0.01%
28
+2
622
$1.87K ﹤0.01%
13
623
$1.87K ﹤0.01%
6
624
$1.87K ﹤0.01%
24
-3
625
$1.87K ﹤0.01%
22
23 24
25
26 27