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
876
$787 ﹤0.01%
13
+2
877
$781 ﹤0.01%
48
+8
878
$779 ﹤0.01%
24
+3
879
$779 ﹤0.01%
6
+3
880
$775 ﹤0.01%
64
+2
881
$775 ﹤0.01%
13
+3
882
$774 ﹤0.01%
6
+1
883
$772 ﹤0.01%
13
+2
884
$771 ﹤0.01%
8
+1
885
$771 ﹤0.01%
7
+1
886
$770 ﹤0.01%
5
+1
887
$770 ﹤0.01%
18
+4
888
$770 ﹤0.01%
10
+2
889
$763 ﹤0.01%
7
-1
890
$761 ﹤0.01%
14
+7
891
$760 ﹤0.01%
67
-4
892
$759 ﹤0.01%
33
+5
893
$759 ﹤0.01%
18
+4
894
$759 ﹤0.01%
38
+5
895
$758 ﹤0.01%
11
+1
896
$756 ﹤0.01%
7
+2
897
$756 ﹤0.01%
27
+13
898
$756 ﹤0.01%
6
+1
899
$755 ﹤0.01%
7
900
$754 ﹤0.01%
31
+6
34 35
36
37 38