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
826
$1.07K ﹤0.01%
6
827
$1.06K ﹤0.01%
17
828
$1.06K ﹤0.01%
24
829
$1.06K ﹤0.01%
+48
830
$1.05K ﹤0.01%
6
831
$1.05K ﹤0.01%
152
+33
832
$1.04K ﹤0.01%
5
833
$1.04K ﹤0.01%
18
834
$1.04K ﹤0.01%
6
835
$1.04K ﹤0.01%
7
836
$1.04K ﹤0.01%
72
+23
837
$1.03K ﹤0.01%
6
838
$1.03K ﹤0.01%
24
839
$1.02K ﹤0.01%
23
840
$1.02K ﹤0.01%
7
841
$1.02K ﹤0.01%
28
+7
842
$1.02K ﹤0.01%
11
843
$1.02K ﹤0.01%
12
844
$1.01K ﹤0.01%
13
-2
845
$1.01K ﹤0.01%
6
+2
846
$1.01K ﹤0.01%
21
+2
847
$1.01K ﹤0.01%
10
848
$1.01K ﹤0.01%
35
-3
849
$1K ﹤0.01%
11
850
$1K ﹤0.01%
33
+2
32 33
34
35 36