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
726
$1.42K ﹤0.01%
10
+1
727
$1.42K ﹤0.01%
41
+3
728
$1.41K ﹤0.01%
6
729
$1.41K ﹤0.01%
9
+3
730
$1.4K ﹤0.01%
30
+1
731
$1.4K ﹤0.01%
9
732
$1.39K ﹤0.01%
12
-1
733
$1.39K ﹤0.01%
60
+46
734
$1.38K ﹤0.01%
20
-1
735
$1.38K ﹤0.01%
24
-4
736
$1.38K ﹤0.01%
13
737
$1.37K ﹤0.01%
9
-2
738
$1.37K ﹤0.01%
43
+4
739
$1.37K ﹤0.01%
27
740
$1.36K ﹤0.01%
32
741
$1.36K ﹤0.01%
37
+6
742
$1.36K ﹤0.01%
6
743
$1.36K ﹤0.01%
18
-1
744
$1.35K ﹤0.01%
8
-3
745
$1.35K ﹤0.01%
6
+1
746
$1.35K ﹤0.01%
22
+3
747
$1.34K ﹤0.01%
12
-1
748
$1.34K ﹤0.01%
41
-35
749
$1.34K ﹤0.01%
10
750
$1.33K ﹤0.01%
37
+4
28 29
30
31 32