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
1076
$507 ﹤0.01%
13
1077
$507 ﹤0.01%
6
1078
$507 ﹤0.01%
13
+1
1079
$506 ﹤0.01%
15
-1
1080
$505 ﹤0.01%
6
1081
$505 ﹤0.01%
10
1082
$504 ﹤0.01%
12
+6
1083
$503 ﹤0.01%
3
+2
1084
$501 ﹤0.01%
7
-2
1085
$499 ﹤0.01%
6
-3
1086
$496 ﹤0.01%
16
+5
1087
$494 ﹤0.01%
8
-1
1088
$491 ﹤0.01%
6
1089
$491 ﹤0.01%
14
+5
1090
$490 ﹤0.01%
8
+3
1091
$486 ﹤0.01%
2
+1
1092
$482 ﹤0.01%
9
1093
$481 ﹤0.01%
28
+23
1094
$481 ﹤0.01%
11
+2
1095
$479 ﹤0.01%
12
1096
$477 ﹤0.01%
37
-6
1097
$477 ﹤0.01%
20
1098
$476 ﹤0.01%
13
1099
$476 ﹤0.01%
6
1100
$476 ﹤0.01%
14
-24
42 43
44
45 46