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
1101
$474 ﹤0.01%
19
+1
1102
$470 ﹤0.01%
1
1103
$467 ﹤0.01%
17
-6
1104
$467 ﹤0.01%
95
+13
1105
$467 ﹤0.01%
8
+1
1106
$467 ﹤0.01%
6
1107
$460 ﹤0.01%
13
1108
$459 ﹤0.01%
6
+5
1109
$458 ﹤0.01%
23
-3
1110
$456 ﹤0.01%
43
-3
1111
$455 ﹤0.01%
22
1112
$450 ﹤0.01%
5
+4
1113
$450 ﹤0.01%
7
1114
$450 ﹤0.01%
250
1115
$449 ﹤0.01%
5
+2
1116
$449 ﹤0.01%
17
+1
1117
$449 ﹤0.01%
6
-2
1118
$447 ﹤0.01%
6
+1
1119
$445 ﹤0.01%
3
1120
$438 ﹤0.01%
4
1121
$432 ﹤0.01%
3
1122
$428 ﹤0.01%
6
1123
$428 ﹤0.01%
6
-1
1124
$428 ﹤0.01%
5
1125
$427 ﹤0.01%
4
43 44
45
46 47