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
901
$851 ﹤0.01%
13
-1
902
$849 ﹤0.01%
16
-64
903
$841 ﹤0.01%
29
+10
904
$840 ﹤0.01%
10
905
$840 ﹤0.01%
10
906
$837 ﹤0.01%
31
+1
907
$830 ﹤0.01%
500
-400
908
$824 ﹤0.01%
8
+1
909
$823 ﹤0.01%
20
910
$822 ﹤0.01%
11
-2
911
$821 ﹤0.01%
7
912
$820 ﹤0.01%
41
-10
913
$819 ﹤0.01%
16
-2
914
$819 ﹤0.01%
29
-1
915
$816 ﹤0.01%
13
-1
916
$815 ﹤0.01%
5
917
$814 ﹤0.01%
8
+1
918
$809 ﹤0.01%
22
-11
919
$809 ﹤0.01%
22
920
$807 ﹤0.01%
17
921
$803 ﹤0.01%
22
+5
922
$802 ﹤0.01%
6
923
$800 ﹤0.01%
6
924
$798 ﹤0.01%
64
+3
925
$796 ﹤0.01%
6
35 36
37
38 39