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
1101
$414 ﹤0.01%
18
+2
1102
$413 ﹤0.01%
7
+4
1103
$412 ﹤0.01%
+8
1104
$412 ﹤0.01%
6
+1
1105
$411 ﹤0.01%
11
+1
1106
$411 ﹤0.01%
22
+3
1107
$409 ﹤0.01%
4
+1
1108
$408 ﹤0.01%
36
+25
1109
$406 ﹤0.01%
5
+1
1110
$405 ﹤0.01%
23
+3
1111
$400 ﹤0.01%
24
+3
1112
$399 ﹤0.01%
39
+7
1113
$398 ﹤0.01%
12
1114
$398 ﹤0.01%
+6
1115
$398 ﹤0.01%
82
+14
1116
$391 ﹤0.01%
13
+2
1117
$389 ﹤0.01%
3
1118
$387 ﹤0.01%
+7
1119
$386 ﹤0.01%
72
+17
1120
$386 ﹤0.01%
6
+1
1121
$384 ﹤0.01%
6
+1
1122
$383 ﹤0.01%
7
-1
1123
$382 ﹤0.01%
15
+3
1124
$382 ﹤0.01%
6
+1
1125
$380 ﹤0.01%
7
43 44
45
46 47