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
726
$1.19K ﹤0.01%
25
+4
727
$1.19K ﹤0.01%
24
+14
728
$1.17K ﹤0.01%
47
+9
729
$1.17K ﹤0.01%
27
+3
730
$1.16K ﹤0.01%
13
+1
731
$1.16K ﹤0.01%
9
+4
732
$1.16K ﹤0.01%
18
+6
733
$1.15K ﹤0.01%
6
+1
734
$1.15K ﹤0.01%
115
+14
735
$1.15K ﹤0.01%
18
+3
736
$1.15K ﹤0.01%
26
+9
737
$1.15K ﹤0.01%
9
+1
738
$1.14K ﹤0.01%
33
+21
739
$1.14K ﹤0.01%
11
+1
740
$1.14K ﹤0.01%
98
+5
741
$1.14K ﹤0.01%
20
+3
742
$1.13K ﹤0.01%
12
+1
743
$1.13K ﹤0.01%
6
+1
744
$1.13K ﹤0.01%
6
+1
745
$1.13K ﹤0.01%
17
+2
746
$1.13K ﹤0.01%
78
+27
747
$1.12K ﹤0.01%
13
+2
748
$1.12K ﹤0.01%
6
+1
749
$1.12K ﹤0.01%
11
+2
750
$1.12K ﹤0.01%
30
+4
28 29
30
31 32