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
676
$1.36K ﹤0.01%
28
+4
677
$1.35K ﹤0.01%
13
+2
678
$1.35K ﹤0.01%
21
+3
679
$1.34K ﹤0.01%
6
+1
680
$1.34K ﹤0.01%
8
+1
681
$1.34K ﹤0.01%
12
+2
682
$1.32K ﹤0.01%
15
+4
683
$1.32K ﹤0.01%
35
-14
684
$1.32K ﹤0.01%
88
+13
685
$1.31K ﹤0.01%
39
+6
686
$1.31K ﹤0.01%
23
+5
687
$1.31K ﹤0.01%
26
688
$1.3K ﹤0.01%
22
+13
689
$1.29K ﹤0.01%
6
+1
690
$1.29K ﹤0.01%
40
+8
691
$1.29K ﹤0.01%
22
+3
692
$1.28K ﹤0.01%
13
+2
693
$1.28K ﹤0.01%
12
+2
694
$1.28K ﹤0.01%
13
+2
695
$1.28K ﹤0.01%
23
+3
696
$1.28K ﹤0.01%
25
+4
697
$1.27K ﹤0.01%
38
+8
698
$1.26K ﹤0.01%
6
+1
699
$1.26K ﹤0.01%
37
+6
700
$1.25K ﹤0.01%
88
+17
26 27
28
29 30