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
951
$740 ﹤0.01%
15
952
$733 ﹤0.01%
68
953
$730 ﹤0.01%
3
954
$730 ﹤0.01%
23
955
$727 ﹤0.01%
16
+1
956
$726 ﹤0.01%
19
957
$725 ﹤0.01%
30
+11
958
$725 ﹤0.01%
80
959
$719 ﹤0.01%
20
+6
960
$711 ﹤0.01%
13
961
$711 ﹤0.01%
100
962
$710 ﹤0.01%
5
963
$706 ﹤0.01%
2
964
$701 ﹤0.01%
7
+1
965
$697 ﹤0.01%
+1
966
$696 ﹤0.01%
6
967
$694 ﹤0.01%
6
968
$690 ﹤0.01%
4
+2
969
$687 ﹤0.01%
32
-5
970
$682 ﹤0.01%
17
+7
971
$681 ﹤0.01%
52
-6
972
$678 ﹤0.01%
7
973
$678 ﹤0.01%
10
974
$677 ﹤0.01%
+6
975
$675 ﹤0.01%
10
37 38
39
40 41