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
701
$1.25K ﹤0.01%
31
+5
702
$1.25K ﹤0.01%
7
+1
703
$1.24K ﹤0.01%
60
+2
704
$1.24K ﹤0.01%
23
+3
705
$1.24K ﹤0.01%
9
+4
706
$1.24K ﹤0.01%
7
+1
707
$1.24K ﹤0.01%
16
+2
708
$1.23K ﹤0.01%
22
+5
709
$1.23K ﹤0.01%
26
+1
710
$1.23K ﹤0.01%
24
+1
711
$1.23K ﹤0.01%
23
+4
712
$1.23K ﹤0.01%
10
+3
713
$1.23K ﹤0.01%
30
+5
714
$1.23K ﹤0.01%
7
+1
715
$1.22K ﹤0.01%
13
+2
716
$1.22K ﹤0.01%
17
+1
717
$1.22K ﹤0.01%
64
+15
718
$1.22K ﹤0.01%
13
+3
719
$1.22K ﹤0.01%
9
+1
720
$1.21K ﹤0.01%
42
+13
721
$1.2K ﹤0.01%
6
+1
722
$1.2K ﹤0.01%
29
+5
723
$1.2K ﹤0.01%
32
+2
724
$1.19K ﹤0.01%
9
+1
725
$1.19K ﹤0.01%
9
+2
27 28
29
30 31