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
1076
$439 ﹤0.01%
8
+3
1077
$437 ﹤0.01%
+22
1078
$437 ﹤0.01%
5
+1
1079
$436 ﹤0.01%
6
+1
1080
$436 ﹤0.01%
6
+1
1081
$435 ﹤0.01%
6
+1
1082
$435 ﹤0.01%
6
+4
1083
$435 ﹤0.01%
18
+2
1084
$434 ﹤0.01%
+8
1085
$432 ﹤0.01%
6
+1
1086
$431 ﹤0.01%
13
1087
$431 ﹤0.01%
6
+1
1088
$430 ﹤0.01%
3
+1
1089
$430 ﹤0.01%
9
+1
1090
$428 ﹤0.01%
+8
1091
$427 ﹤0.01%
3
+1
1092
$426 ﹤0.01%
15
+5
1093
$426 ﹤0.01%
9
+1
1094
$424 ﹤0.01%
27
+3
1095
$423 ﹤0.01%
29
+4
1096
$422 ﹤0.01%
6
1097
$421 ﹤0.01%
8
+3
1098
$420 ﹤0.01%
5
+1
1099
$418 ﹤0.01%
+3
1100
$415 ﹤0.01%
10
+4
42 43
44
45 46