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
651
$1.41K ﹤0.01%
20
+3
652
$1.41K ﹤0.01%
9
-1
653
$1.4K ﹤0.01%
15
+2
654
$1.4K ﹤0.01%
17
-1
655
$1.4K ﹤0.01%
12
+4
656
$1.4K ﹤0.01%
16
-4
657
$1.38K ﹤0.01%
22
+3
658
$1.38K ﹤0.01%
6
+1
659
$1.38K ﹤0.01%
11
+2
660
$1.38K ﹤0.01%
13
+1
661
$1.38K ﹤0.01%
18
+2
662
$1.38K ﹤0.01%
15
+2
663
$1.37K ﹤0.01%
27
-2
664
$1.37K ﹤0.01%
12
+2
665
$1.37K ﹤0.01%
35
+5
666
$1.37K ﹤0.01%
18
+2
667
$1.36K ﹤0.01%
10
+2
668
$1.36K ﹤0.01%
9
+5
669
$1.36K ﹤0.01%
24
+13
670
$1.36K ﹤0.01%
13
+2
671
$1.36K ﹤0.01%
12
+2
672
$1.36K ﹤0.01%
99
+14
673
$1.36K ﹤0.01%
17
+2
674
$1.36K ﹤0.01%
17
+1
675
$1.36K ﹤0.01%
11
+1
25 26
27
28 29