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
1026
$524 ﹤0.01%
21
+5
1027
$519 ﹤0.01%
12
+1
1028
$519 ﹤0.01%
25
+4
1029
$517 ﹤0.01%
12
+2
1030
$517 ﹤0.01%
17
+9
1031
$517 ﹤0.01%
11
+1
1032
$516 ﹤0.01%
6
1033
$507 ﹤0.01%
6
+1
1034
$507 ﹤0.01%
6
+1
1035
$507 ﹤0.01%
20
+5
1036
$504 ﹤0.01%
+3
1037
$503 ﹤0.01%
17
+3
1038
$502 ﹤0.01%
28
+4
1039
$502 ﹤0.01%
14
1040
$500 ﹤0.01%
48
+21
1041
$497 ﹤0.01%
19
+1
1042
$496 ﹤0.01%
13
+3
1043
$493 ﹤0.01%
+6
1044
$493 ﹤0.01%
100
1045
$491 ﹤0.01%
13
+2
1046
$491 ﹤0.01%
7
+4
1047
$489 ﹤0.01%
23
+14
1048
$488 ﹤0.01%
6
+1
1049
$484 ﹤0.01%
16
+2
1050
$481 ﹤0.01%
12
+1
40 41
42
43 44