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
1026
$596 ﹤0.01%
14
1027
$594 ﹤0.01%
7
1028
$593 ﹤0.01%
94
1029
$592 ﹤0.01%
+9
1030
$591 ﹤0.01%
8
1031
$587 ﹤0.01%
8
1032
$584 ﹤0.01%
12
-4
1033
$584 ﹤0.01%
6
1034
$581 ﹤0.01%
24
-3
1035
$569 ﹤0.01%
6
-5
1036
$567 ﹤0.01%
3
-2
1037
$567 ﹤0.01%
10
1038
$564 ﹤0.01%
6
1039
$563 ﹤0.01%
10
-3
1040
$562 ﹤0.01%
16
+1
1041
$561 ﹤0.01%
4
-1
1042
$561 ﹤0.01%
6
1043
$560 ﹤0.01%
6
1044
$560 ﹤0.01%
12
1045
$560 ﹤0.01%
32
+6
1046
$557 ﹤0.01%
6
1047
$555 ﹤0.01%
6
1048
$555 ﹤0.01%
13
+2
1049
$554 ﹤0.01%
8
1050
$554 ﹤0.01%
6
40 41
42
43 44