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
1001
$628 ﹤0.01%
10
1002
$627 ﹤0.01%
7
+1
1003
$624 ﹤0.01%
6
1004
$623 ﹤0.01%
6
1005
$623 ﹤0.01%
27
1006
$622 ﹤0.01%
13
1007
$621 ﹤0.01%
6
1008
$620 ﹤0.01%
20
+14
1009
$619 ﹤0.01%
13
1010
$618 ﹤0.01%
6
1011
$618 ﹤0.01%
4
1012
$617 ﹤0.01%
37
-1
1013
$615 ﹤0.01%
25
-12
1014
$615 ﹤0.01%
29
+3
1015
$615 ﹤0.01%
21
-1
1016
$613 ﹤0.01%
15
+1
1017
$611 ﹤0.01%
10
-1
1018
$608 ﹤0.01%
67
1019
$607 ﹤0.01%
5
+1
1020
$603 ﹤0.01%
22
-1
1021
$601 ﹤0.01%
19
-6
1022
$601 ﹤0.01%
13
-2
1023
$599 ﹤0.01%
2
+1
1024
$598 ﹤0.01%
27
+14
1025
$597 ﹤0.01%
12
+3
39 40
41
42 43