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
1001
$565 ﹤0.01%
61
+42
1002
$565 ﹤0.01%
7
+2
1003
$564 ﹤0.01%
+8
1004
$561 ﹤0.01%
11
1005
$560 ﹤0.01%
15
+2
1006
$559 ﹤0.01%
10
1007
$559 ﹤0.01%
80
+12
1008
$558 ﹤0.01%
22
+8
1009
$557 ﹤0.01%
6
+1
1010
$554 ﹤0.01%
20
+3
1011
$553 ﹤0.01%
17
+1
1012
$549 ﹤0.01%
7
+1
1013
$549 ﹤0.01%
6
+1
1014
$548 ﹤0.01%
28
+3
1015
$548 ﹤0.01%
6
+3
1016
$539 ﹤0.01%
24
+7
1017
$537 ﹤0.01%
6
+1
1018
$535 ﹤0.01%
7
1019
$534 ﹤0.01%
5
+1
1020
$533 ﹤0.01%
9
+5
1021
$530 ﹤0.01%
6
+1
1022
$529 ﹤0.01%
8
+1
1023
$528 ﹤0.01%
10
+3
1024
$527 ﹤0.01%
+7
1025
$527 ﹤0.01%
18
+2
39 40
41
42 43