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
626
$1.47K ﹤0.01%
7
+1
627
$1.47K ﹤0.01%
6
+1
628
$1.47K ﹤0.01%
+2
629
$1.47K ﹤0.01%
27
+4
630
$1.46K ﹤0.01%
7
+2
631
$1.46K ﹤0.01%
50
+48
632
$1.45K ﹤0.01%
5
633
$1.45K ﹤0.01%
6
+1
634
$1.45K ﹤0.01%
6
+1
635
$1.45K ﹤0.01%
7
+2
636
$1.44K ﹤0.01%
11
+1
637
$1.44K ﹤0.01%
7
+1
638
$1.44K ﹤0.01%
33
+5
639
$1.44K ﹤0.01%
38
640
$1.43K ﹤0.01%
12
+1
641
$1.43K ﹤0.01%
15
+3
642
$1.42K ﹤0.01%
67
+16
643
$1.42K ﹤0.01%
20
+1
644
$1.42K ﹤0.01%
13
+2
645
$1.42K ﹤0.01%
34
+2
646
$1.42K ﹤0.01%
13
+2
647
$1.41K ﹤0.01%
20
+5
648
$1.41K ﹤0.01%
12
+1
649
$1.41K ﹤0.01%
19
+4
650
$1.41K ﹤0.01%
19
+2
24 25
26
27 28