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
926
$711 ﹤0.01%
32
+5
927
$704 ﹤0.01%
10
+1
928
$703 ﹤0.01%
40
+10
929
$700 ﹤0.01%
6
+1
930
$696 ﹤0.01%
11
+1
931
$695 ﹤0.01%
6
+1
932
$691 ﹤0.01%
12
+2
933
$687 ﹤0.01%
19
+3
934
$684 ﹤0.01%
30
+6
935
$676 ﹤0.01%
11
+1
936
$673 ﹤0.01%
11
937
$673 ﹤0.01%
55
+8
938
$669 ﹤0.01%
7
939
$664 ﹤0.01%
6
+1
940
$664 ﹤0.01%
6
+1
941
$663 ﹤0.01%
8
+1
942
$658 ﹤0.01%
20
+1
943
$657 ﹤0.01%
13
+2
944
$654 ﹤0.01%
8
+1
945
$654 ﹤0.01%
15
+3
946
$653 ﹤0.01%
6
+1
947
$653 ﹤0.01%
24
+3
948
$650 ﹤0.01%
4
+2
949
$650 ﹤0.01%
17
+2
950
$648 ﹤0.01%
6
36 37
38
39 40