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
676
$1.61K ﹤0.01%
19
677
$1.6K ﹤0.01%
43
+3
678
$1.6K ﹤0.01%
18
+1
679
$1.6K ﹤0.01%
12
+4
680
$1.6K ﹤0.01%
46
681
$1.6K ﹤0.01%
16
-1
682
$1.59K ﹤0.01%
17
-2
683
$1.59K ﹤0.01%
31
+6
684
$1.59K ﹤0.01%
32
+2
685
$1.58K ﹤0.01%
12
686
$1.58K ﹤0.01%
29
687
$1.57K ﹤0.01%
8
688
$1.57K ﹤0.01%
11
+4
689
$1.57K ﹤0.01%
17
690
$1.57K ﹤0.01%
6
+5
691
$1.56K ﹤0.01%
13
692
$1.56K ﹤0.01%
16
+2
693
$1.55K ﹤0.01%
22
694
$1.55K ﹤0.01%
15
+2
695
$1.55K ﹤0.01%
10
+3
696
$1.55K ﹤0.01%
25
697
$1.54K ﹤0.01%
14
698
$1.54K ﹤0.01%
73
+3
699
$1.53K ﹤0.01%
17
700
$1.52K ﹤0.01%
25
+9
26 27
28
29 30