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
976
$669 ﹤0.01%
26
+4
977
$668 ﹤0.01%
11
978
$664 ﹤0.01%
31
979
$658 ﹤0.01%
6
-2
980
$656 ﹤0.01%
34
981
$654 ﹤0.01%
9
-2
982
$652 ﹤0.01%
6
983
$649 ﹤0.01%
25
984
$647 ﹤0.01%
+12
985
$646 ﹤0.01%
27
986
$645 ﹤0.01%
9
+4
987
$643 ﹤0.01%
19
988
$642 ﹤0.01%
22
-15
989
$641 ﹤0.01%
11
990
$641 ﹤0.01%
35
+5
991
$641 ﹤0.01%
6
992
$638 ﹤0.01%
7
-1
993
$638 ﹤0.01%
12
994
$636 ﹤0.01%
21
-5
995
$635 ﹤0.01%
6
996
$634 ﹤0.01%
50
997
$634 ﹤0.01%
6
998
$632 ﹤0.01%
27
+6
999
$632 ﹤0.01%
7
1000
$630 ﹤0.01%
28
38 39
40
41 42