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
776
$1.06K ﹤0.01%
12
-1
777
$1.05K ﹤0.01%
5
778
$1.05K ﹤0.01%
10
779
$1.04K ﹤0.01%
11
+1
780
$1.04K ﹤0.01%
14
+2
781
$1.03K ﹤0.01%
26
+7
782
$1.03K ﹤0.01%
2
-1
783
$1.03K ﹤0.01%
12
784
$1.03K ﹤0.01%
28
+4
785
$1.02K ﹤0.01%
7
+2
786
$1.02K ﹤0.01%
14
+2
787
$1.02K ﹤0.01%
12
+3
788
$1.02K ﹤0.01%
16
+2
789
$1.01K ﹤0.01%
20
+4
790
$1.01K ﹤0.01%
59
+9
791
$1.01K ﹤0.01%
6
+1
792
$1.01K ﹤0.01%
21
+3
793
$1.01K ﹤0.01%
11
+2
794
$1K ﹤0.01%
15
+10
795
$1K ﹤0.01%
12
+1
796
$1K ﹤0.01%
25
+5
797
$1K ﹤0.01%
12
+1
798
$1K ﹤0.01%
28
+10
799
$999 ﹤0.01%
7
+1
800
$996 ﹤0.01%
26
+5
30 31
32
33 34