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
826
$912 ﹤0.01%
6
+1
827
$901 ﹤0.01%
5
+1
828
$900 ﹤0.01%
400
829
$900 ﹤0.01%
9
-2
830
$896 ﹤0.01%
33
+28
831
$896 ﹤0.01%
10
+1
832
$889 ﹤0.01%
22
+8
833
$887 ﹤0.01%
13
+3
834
$882 ﹤0.01%
19
+1
835
$881 ﹤0.01%
2
+1
836
$881 ﹤0.01%
31
+4
837
$879 ﹤0.01%
13
-5
838
$877 ﹤0.01%
8
+2
839
$876 ﹤0.01%
64
+10
840
$872 ﹤0.01%
11
841
$870 ﹤0.01%
6
+2
842
$869 ﹤0.01%
33
+8
843
$866 ﹤0.01%
7
+1
844
$863 ﹤0.01%
21
+3
845
$860 ﹤0.01%
23
+4
846
$859 ﹤0.01%
15
+2
847
$858 ﹤0.01%
5
+3
848
$857 ﹤0.01%
66
849
$856 ﹤0.01%
17
+2
850
$855 ﹤0.01%
9
+2
32 33
34
35 36