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
751
$1.11K ﹤0.01%
26
-1
752
$1.11K ﹤0.01%
10
+2
753
$1.11K ﹤0.01%
6
+1
754
$1.1K ﹤0.01%
53
+9
755
$1.1K ﹤0.01%
18
+4
756
$1.1K ﹤0.01%
6
+1
757
$1.1K ﹤0.01%
6
+1
758
$1.1K ﹤0.01%
66
+41
759
$1.09K ﹤0.01%
57
+9
760
$1.09K ﹤0.01%
32
+6
761
$1.09K ﹤0.01%
17
+4
762
$1.09K ﹤0.01%
+48
763
$1.08K ﹤0.01%
21
+3
764
$1.08K ﹤0.01%
38
+11
765
$1.08K ﹤0.01%
78
+11
766
$1.08K ﹤0.01%
32
+5
767
$1.08K ﹤0.01%
48
+4
768
$1.08K ﹤0.01%
33
+9
769
$1.07K ﹤0.01%
6
+1
770
$1.07K ﹤0.01%
6
+1
771
$1.07K ﹤0.01%
10
-2
772
$1.07K ﹤0.01%
29
773
$1.07K ﹤0.01%
6
+1
774
$1.06K ﹤0.01%
6
+1
775
$1.06K ﹤0.01%
22
+4
29 30
31
32 33