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
701
$1.51K ﹤0.01%
22
702
$1.51K ﹤0.01%
20
703
$1.51K ﹤0.01%
29
+2
704
$1.5K ﹤0.01%
50
+7
705
$1.5K ﹤0.01%
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706
$1.5K ﹤0.01%
25
+1
707
$1.49K ﹤0.01%
12
708
$1.49K ﹤0.01%
15
+2
709
$1.49K ﹤0.01%
15
-3
710
$1.48K ﹤0.01%
22
711
$1.48K ﹤0.01%
12
712
$1.47K ﹤0.01%
26
-1
713
$1.47K ﹤0.01%
13
714
$1.47K ﹤0.01%
44
715
$1.47K ﹤0.01%
84
+19
716
$1.46K ﹤0.01%
11
717
$1.46K ﹤0.01%
53
718
$1.44K ﹤0.01%
56
-4
719
$1.44K ﹤0.01%
+7
720
$1.43K ﹤0.01%
19
721
$1.43K ﹤0.01%
12
722
$1.43K ﹤0.01%
14
+1
723
$1.43K ﹤0.01%
6
724
$1.43K ﹤0.01%
27
725
$1.43K ﹤0.01%
13
+1
27 28
29
30 31