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
801
$989 ﹤0.01%
44
+6
802
$988 ﹤0.01%
12
+2
803
$986 ﹤0.01%
4
+1
804
$985 ﹤0.01%
14
+2
805
$980 ﹤0.01%
7
+1
806
$979 ﹤0.01%
20
+6
807
$978 ﹤0.01%
7
808
$978 ﹤0.01%
4
809
$977 ﹤0.01%
36
+7
810
$976 ﹤0.01%
32
+13
811
$973 ﹤0.01%
29
+7
812
$971 ﹤0.01%
29
+3
813
$970 ﹤0.01%
16
+3
814
$964 ﹤0.01%
29
815
$954 ﹤0.01%
18
+8
816
$951 ﹤0.01%
22
+3
817
$946 ﹤0.01%
7
+3
818
$943 ﹤0.01%
36
+20
819
$943 ﹤0.01%
23
+4
820
$941 ﹤0.01%
5
-1
821
$926 ﹤0.01%
14
+3
822
$925 ﹤0.01%
13
+2
823
$918 ﹤0.01%
11
+1
824
$915 ﹤0.01%
16
+2
825
$913 ﹤0.01%
13
+2
31 32
33
34 35