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
876
$924 ﹤0.01%
12
+2
877
$921 ﹤0.01%
7
878
$920 ﹤0.01%
13
+1
879
$917 ﹤0.01%
11
880
$916 ﹤0.01%
36
881
$916 ﹤0.01%
13
-3
882
$914 ﹤0.01%
21
+6
883
$911 ﹤0.01%
6
884
$911 ﹤0.01%
6
885
$909 ﹤0.01%
13
886
$905 ﹤0.01%
51
+1
887
$904 ﹤0.01%
18
888
$902 ﹤0.01%
24
889
$897 ﹤0.01%
6
890
$897 ﹤0.01%
9
-2
891
$896 ﹤0.01%
60
+3
892
$893 ﹤0.01%
44
-11
893
$887 ﹤0.01%
19
-1
894
$869 ﹤0.01%
13
895
$866 ﹤0.01%
17
-1
896
$865 ﹤0.01%
32
+5
897
$864 ﹤0.01%
13
898
$857 ﹤0.01%
17
-1
899
$856 ﹤0.01%
5
-1
900
$855 ﹤0.01%
13
-11
34 35
36
37 38