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
651
$1.71K ﹤0.01%
25
-1
652
$1.7K ﹤0.01%
7
+1
653
$1.7K ﹤0.01%
72
+3
654
$1.7K ﹤0.01%
26
655
$1.7K ﹤0.01%
99
656
$1.69K ﹤0.01%
15
657
$1.69K ﹤0.01%
19
658
$1.68K ﹤0.01%
19
659
$1.68K ﹤0.01%
22
660
$1.68K ﹤0.01%
96
+5
661
$1.68K ﹤0.01%
15
662
$1.67K ﹤0.01%
9
663
$1.67K ﹤0.01%
10
664
$1.66K ﹤0.01%
24
-2
665
$1.66K ﹤0.01%
10
666
$1.66K ﹤0.01%
61
-1
667
$1.66K ﹤0.01%
8
-3
668
$1.66K ﹤0.01%
19
+2
669
$1.65K ﹤0.01%
7
670
$1.63K ﹤0.01%
12
+3
671
$1.62K ﹤0.01%
13
672
$1.62K ﹤0.01%
12
673
$1.62K ﹤0.01%
31
+3
674
$1.62K ﹤0.01%
7
675
$1.61K ﹤0.01%
12
25 26
27
28 29