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
801
$1.15K ﹤0.01%
7
802
$1.15K ﹤0.01%
10
-1
803
$1.15K ﹤0.01%
13
804
$1.14K ﹤0.01%
11
805
$1.14K ﹤0.01%
41
-2
806
$1.14K ﹤0.01%
16
807
$1.13K ﹤0.01%
10
808
$1.12K ﹤0.01%
12
-1
809
$1.12K ﹤0.01%
15
+7
810
$1.12K ﹤0.01%
13
+2
811
$1.12K ﹤0.01%
6
812
$1.11K ﹤0.01%
6
813
$1.11K ﹤0.01%
18
+1
814
$1.1K ﹤0.01%
78
815
$1.1K ﹤0.01%
21
816
$1.1K ﹤0.01%
35
+8
817
$1.1K ﹤0.01%
32
818
$1.1K ﹤0.01%
20
+1
819
$1.09K ﹤0.01%
11
820
$1.09K ﹤0.01%
21
+2
821
$1.09K ﹤0.01%
30
822
$1.09K ﹤0.01%
28
-3
823
$1.08K ﹤0.01%
7
+1
824
$1.08K ﹤0.01%
6
825
$1.07K ﹤0.01%
31
-1
31 32
33
34 35