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
51
$189K 0.03%
2,325
52
$187K 0.03%
717
53
$185K 0.03%
1,018
+744
54
$164K 0.02%
+3,590
55
$159K 0.02%
202
+6
56
$157K 0.02%
2,880
57
$156K 0.02%
+4,440
58
$152K 0.02%
689
+2
59
$134K 0.02%
4,517
60
$134K 0.02%
948
+19
61
$128K 0.02%
1,037
+33
62
$124K 0.02%
3,165
+358
63
$120K 0.02%
3,021
+64
64
$120K 0.02%
725
+19
65
$109K 0.01%
+4,845
66
$105K 0.01%
574
+241
67
$101K 0.01%
424
-14
68
$101K 0.01%
913
+4
69
$100K 0.01%
518
+26
70
$99.7K 0.01%
682
+28
71
$97.9K 0.01%
2,927
+26
72
$97.6K 0.01%
628
+4
73
$93.1K 0.01%
580
+30
74
$92.6K 0.01%
1,873
75
$91.3K 0.01%
181
+54
1 2
3
4 5