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
976
$602 ﹤0.01%
+6
977
$599 ﹤0.01%
6
+1
978
$597 ﹤0.01%
11
+4
979
$596 ﹤0.01%
6
+1
980
$596 ﹤0.01%
12
+2
981
$595 ﹤0.01%
5
+1
982
$594 ﹤0.01%
6
+1
983
$593 ﹤0.01%
14
+2
984
$592 ﹤0.01%
14
+1
985
$590 ﹤0.01%
6
+1
986
$589 ﹤0.01%
20
+8
987
$585 ﹤0.01%
37
+7
988
$585 ﹤0.01%
28
+10
989
$583 ﹤0.01%
7
-1
990
$582 ﹤0.01%
10
991
$579 ﹤0.01%
51
+6
992
$578 ﹤0.01%
34
+4
993
$573 ﹤0.01%
15
+2
994
$572 ﹤0.01%
27
+4
995
$572 ﹤0.01%
6
+1
996
$571 ﹤0.01%
6
+1
997
$570 ﹤0.01%
6
+1
998
$567 ﹤0.01%
22
+19
999
$566 ﹤0.01%
35
+29
1000
$565 ﹤0.01%
68
+9
38 39
40
41 42