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
851
$851 ﹤0.01%
+9
852
$845 ﹤0.01%
9
+1
853
$844 ﹤0.01%
15
854
$843 ﹤0.01%
38
855
$841 ﹤0.01%
11
+3
856
$841 ﹤0.01%
34
+2
857
$840 ﹤0.01%
44
+9
858
$839 ﹤0.01%
35
+5
859
$839 ﹤0.01%
25
+4
860
$838 ﹤0.01%
12
861
$837 ﹤0.01%
26
+8
862
$832 ﹤0.01%
21
+3
863
$824 ﹤0.01%
19
+2
864
$813 ﹤0.01%
10
+6
865
$813 ﹤0.01%
12
+1
866
$813 ﹤0.01%
7
+1
867
$812 ﹤0.01%
6
+2
868
$812 ﹤0.01%
13
+2
869
$810 ﹤0.01%
11
+3
870
$810 ﹤0.01%
16
-6
871
$809 ﹤0.01%
22
+3
872
$793 ﹤0.01%
7
+1
873
$792 ﹤0.01%
6
+1
874
$791 ﹤0.01%
104
+13
875
$790 ﹤0.01%
+5
33 34
35
36 37