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
76
$89.7K 0.01%
1,235
77
$89K 0.01%
1,954
+16
78
$88.4K 0.01%
565
+22
79
$88.3K 0.01%
1,138
+9
80
$83.4K 0.01%
154
+3
81
$83.2K 0.01%
317
+41
82
$83.2K 0.01%
780
83
$80.5K 0.01%
398
+107
84
$76.1K 0.01%
3,980
+489
85
$75K 0.01%
1,000
86
$73.4K 0.01%
2,370
-16
87
$72.1K 0.01%
125
88
$70.6K 0.01%
78
+17
89
$68.2K 0.01%
134
+7
90
$67K 0.01%
406
+20
91
$65.5K 0.01%
1,094
+10
92
$63.9K 0.01%
425
93
$62.2K 0.01%
275
94
$60.5K 0.01%
349
+8
95
$59.8K 0.01%
376
-84
96
$57.2K 0.01%
249
97
$52.5K 0.01%
246
+7
98
$50.7K 0.01%
403
+4
99
$49.9K 0.01%
196
-9
100
$47.3K 0.01%
142
+5
2 3
4
5 6