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
1051
$477 ﹤0.01%
5
+1
1052
$474 ﹤0.01%
+4
1053
$472 ﹤0.01%
8
+1
1054
$471 ﹤0.01%
8
+3
1055
$470 ﹤0.01%
25
+12
1056
$470 ﹤0.01%
13
+1
1057
$466 ﹤0.01%
27
+4
1058
$462 ﹤0.01%
12
+1
1059
$460 ﹤0.01%
14
+2
1060
$460 ﹤0.01%
19
+2
1061
$458 ﹤0.01%
+23
1062
$457 ﹤0.01%
13
+2
1063
$456 ﹤0.01%
+2
1064
$450 ﹤0.01%
17
-3
1065
$450 ﹤0.01%
10
+2
1066
$449 ﹤0.01%
30
+4
1067
$449 ﹤0.01%
6
+1
1068
$449 ﹤0.01%
15
+2
1069
$448 ﹤0.01%
250
1070
$448 ﹤0.01%
11
-6
1071
$447 ﹤0.01%
12
+2
1072
$445 ﹤0.01%
6
+1
1073
$441 ﹤0.01%
6
+3
1074
$440 ﹤0.01%
13
+2
1075
$439 ﹤0.01%
8
41 42
43
44 45