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
926
$796 ﹤0.01%
22
927
$794 ﹤0.01%
6
928
$794 ﹤0.01%
22
+3
929
$791 ﹤0.01%
6
930
$789 ﹤0.01%
29
931
$787 ﹤0.01%
14
932
$787 ﹤0.01%
14
+2
933
$785 ﹤0.01%
22
-2
934
$781 ﹤0.01%
10
+3
935
$780 ﹤0.01%
8
936
$778 ﹤0.01%
6
937
$776 ﹤0.01%
7
-1
938
$775 ﹤0.01%
43
-35
939
$772 ﹤0.01%
22
-6
940
$769 ﹤0.01%
24
+6
941
$769 ﹤0.01%
11
+1
942
$763 ﹤0.01%
97
+53
943
$763 ﹤0.01%
6
944
$762 ﹤0.01%
37
945
$757 ﹤0.01%
16
+2
946
$748 ﹤0.01%
22
+4
947
$746 ﹤0.01%
6
948
$745 ﹤0.01%
20
+7
949
$744 ﹤0.01%
36
+4
950
$742 ﹤0.01%
11
36 37
38
39 40