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
751
$1.32K ﹤0.01%
6
752
$1.31K ﹤0.01%
14
+3
753
$1.31K ﹤0.01%
11
754
$1.29K ﹤0.01%
6
755
$1.28K ﹤0.01%
16
-1
756
$1.28K ﹤0.01%
59
757
$1.27K ﹤0.01%
6
758
$1.27K ﹤0.01%
15
759
$1.27K ﹤0.01%
12
-1
760
$1.27K ﹤0.01%
23
761
$1.26K ﹤0.01%
13
762
$1.25K ﹤0.01%
26
+2
763
$1.25K ﹤0.01%
13
764
$1.25K ﹤0.01%
24
-1
765
$1.24K ﹤0.01%
18
766
$1.24K ﹤0.01%
8
767
$1.24K ﹤0.01%
30
+1
768
$1.24K ﹤0.01%
13
-1
769
$1.23K ﹤0.01%
7
770
$1.23K ﹤0.01%
17
771
$1.22K ﹤0.01%
6
772
$1.22K ﹤0.01%
7
773
$1.21K ﹤0.01%
17
-1
774
$1.21K ﹤0.01%
21
775
$1.21K ﹤0.01%
10
29 30
31
32 33