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
776
$1.21K ﹤0.01%
6
+4
777
$1.2K ﹤0.01%
13
778
$1.2K ﹤0.01%
27
+1
779
$1.2K ﹤0.01%
33
-1
780
$1.2K ﹤0.01%
6
+2
781
$1.2K ﹤0.01%
30
782
$1.19K ﹤0.01%
50
+8
783
$1.19K ﹤0.01%
12
784
$1.19K ﹤0.01%
11
-2
785
$1.18K ﹤0.01%
2
-3
786
$1.18K ﹤0.01%
14
787
$1.18K ﹤0.01%
9
+3
788
$1.18K ﹤0.01%
18
789
$1.18K ﹤0.01%
21
790
$1.17K ﹤0.01%
138
-12
791
$1.17K ﹤0.01%
9
792
$1.17K ﹤0.01%
18
793
$1.16K ﹤0.01%
6
794
$1.16K ﹤0.01%
29
795
$1.16K ﹤0.01%
11
796
$1.15K ﹤0.01%
29
-201
797
$1.15K ﹤0.01%
14
-2
798
$1.15K ﹤0.01%
21
-2
799
$1.15K ﹤0.01%
95
+30
800
$1.15K ﹤0.01%
6
30 31
32
33 34