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
951
$643 ﹤0.01%
6
+1
952
$642 ﹤0.01%
28
+8
953
$640 ﹤0.01%
6
954
$638 ﹤0.01%
12
+2
955
$635 ﹤0.01%
8
+1
956
$634 ﹤0.01%
10
+2
957
$631 ﹤0.01%
6
+1
958
$627 ﹤0.01%
6
+1
959
$627 ﹤0.01%
18
+8
960
$625 ﹤0.01%
28
961
$621 ﹤0.01%
6
+1
962
$621 ﹤0.01%
17
+1
963
$621 ﹤0.01%
6
+1
964
$620 ﹤0.01%
6
+1
965
$618 ﹤0.01%
5
+1
966
$617 ﹤0.01%
24
+5
967
$615 ﹤0.01%
6
+1
968
$614 ﹤0.01%
7
+1
969
$614 ﹤0.01%
7
970
$613 ﹤0.01%
13
+4
971
$613 ﹤0.01%
5
+1
972
$613 ﹤0.01%
20
+12
973
$612 ﹤0.01%
14
+2
974
$606 ﹤0.01%
6
+1
975
$602 ﹤0.01%
7
-1
37 38
39
40 41