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
851
$1K ﹤0.01%
30
-4
852
$1K ﹤0.01%
9
853
$1K ﹤0.01%
11
854
$998 ﹤0.01%
15
+3
855
$992 ﹤0.01%
6
856
$991 ﹤0.01%
35
857
$990 ﹤0.01%
7
858
$985 ﹤0.01%
18
+2
859
$984 ﹤0.01%
17
+3
860
$983 ﹤0.01%
26
+3
861
$977 ﹤0.01%
20
+1
862
$971 ﹤0.01%
15
+2
863
$969 ﹤0.01%
12
+2
864
$968 ﹤0.01%
26
+9
865
$955 ﹤0.01%
5
+2
866
$950 ﹤0.01%
6
867
$949 ﹤0.01%
56
+3
868
$948 ﹤0.01%
15
869
$946 ﹤0.01%
64
870
$942 ﹤0.01%
6
871
$939 ﹤0.01%
6
872
$939 ﹤0.01%
12
873
$938 ﹤0.01%
16
-5
874
$938 ﹤0.01%
12
875
$936 ﹤0.01%
4
-2
33 34
35
36 37