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
901
$754 ﹤0.01%
13
+2
902
$754 ﹤0.01%
18
+2
903
$750 ﹤0.01%
3
904
$749 ﹤0.01%
16
+3
905
$749 ﹤0.01%
22
+3
906
$745 ﹤0.01%
9
+1
907
$744 ﹤0.01%
6
+1
908
$743 ﹤0.01%
13
+2
909
$743 ﹤0.01%
13
+8
910
$740 ﹤0.01%
10
+2
911
$739 ﹤0.01%
11
+2
912
$737 ﹤0.01%
16
+3
913
$736 ﹤0.01%
24
+4
914
$734 ﹤0.01%
14
+4
915
$732 ﹤0.01%
7
+1
916
$729 ﹤0.01%
6
+1
917
$722 ﹤0.01%
23
918
$722 ﹤0.01%
5
+4
919
$720 ﹤0.01%
17
+3
920
$718 ﹤0.01%
15
+2
921
$716 ﹤0.01%
23
922
$714 ﹤0.01%
12
+2
923
$713 ﹤0.01%
13
+2
924
$712 ﹤0.01%
9
+1
925
$711 ﹤0.01%
10
+2
35 36
37
38 39