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
$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
76
$188K 0.02%
1,476
77
$176K 0.02%
1,454
+5
78
$175K 0.02%
298
79
$174K 0.02%
717
80
$163K 0.02%
6,430
81
$157K 0.02%
4,730
-7,252
82
$156K 0.02%
3,590
83
$147K 0.02%
4,440
84
$147K 0.02%
2,880
85
$134K 0.02%
1,108
-1
86
$124K 0.02%
425
87
$122K 0.02%
241
-1
88
$120K 0.02%
325
-1
89
$115K 0.01%
497
-44
90
$114K 0.01%
597
+18
91
$110K 0.01%
2,929
-281
92
$108K 0.01%
868
-49
93
$107K 0.01%
2,435
-595
94
$107K 0.01%
715
95
$106K 0.01%
762
-1
96
$106K 0.01%
695
-155
97
$102K 0.01%
1,953
-2
98
$102K 0.01%
529
-100
99
$101K 0.01%
603
-45
100
$101K 0.01%
6,902
-11
2 3
4
5 6