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
1051
$551 ﹤0.01%
5
1052
$550 ﹤0.01%
17
+2
1053
$547 ﹤0.01%
7
1054
$545 ﹤0.01%
6
-2
1055
$537 ﹤0.01%
6
1056
$535 ﹤0.01%
6
1057
$535 ﹤0.01%
12
1058
$534 ﹤0.01%
7
+1
1059
$531 ﹤0.01%
14
1060
$531 ﹤0.01%
6
1061
$529 ﹤0.01%
29
1062
$528 ﹤0.01%
6
1063
$528 ﹤0.01%
12
1064
$527 ﹤0.01%
6
1065
$525 ﹤0.01%
12
-3
1066
$525 ﹤0.01%
82
1067
$524 ﹤0.01%
12
1068
$523 ﹤0.01%
12
-1
1069
$522 ﹤0.01%
75
-35
1070
$522 ﹤0.01%
5
+3
1071
$520 ﹤0.01%
+4
1072
$518 ﹤0.01%
18
+3
1073
$517 ﹤0.01%
7
1074
$511 ﹤0.01%
23
1075
$509 ﹤0.01%
6
41 42
43
44 45