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
$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
51
$491K 0.06%
2,175
52
$460K 0.06%
781
53
$444K 0.06%
8,234
54
$430K 0.05%
2,631
+40
55
$420K 0.05%
1,916
+63
56
$420K 0.05%
2,480
+4
57
$371K 0.05%
480
-122
58
$349K 0.04%
863
+101
59
$333K 0.04%
8,332
+857
60
$320K 0.04%
4,167
+2
61
$319K 0.04%
6,676
62
$297K 0.04%
4,138
-2
63
$287K 0.04%
1,301
64
$273K 0.03%
519
65
$273K 0.03%
1,665
66
$257K 0.03%
2,390
-4
67
$247K 0.03%
3,965
68
$236K 0.03%
10,344
+1,569
69
$231K 0.03%
1,828
+11
70
$214K 0.03%
202
71
$206K 0.03%
2,325
72
$205K 0.03%
830
+1
73
$203K 0.03%
720
+2
74
$197K 0.02%
1,039
+27
75
$189K 0.02%
6,405
1 2
3
4 5