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
1126
$373 ﹤0.01%
14
+1
1127
$373 ﹤0.01%
4
+1
1128
$372 ﹤0.01%
13
+2
1129
$372 ﹤0.01%
10
+5
1130
$371 ﹤0.01%
6
+1
1131
$368 ﹤0.01%
4
1132
$368 ﹤0.01%
12
+2
1133
$367 ﹤0.01%
10
+1
1134
$367 ﹤0.01%
11
+1
1135
$365 ﹤0.01%
6
-1
1136
$364 ﹤0.01%
+12
1137
$364 ﹤0.01%
9
+2
1138
$362 ﹤0.01%
49
+10
1139
$362 ﹤0.01%
+15
1140
$362 ﹤0.01%
8
+1
1141
$362 ﹤0.01%
13
+4
1142
$361 ﹤0.01%
13
1143
$359 ﹤0.01%
7
1144
$357 ﹤0.01%
59
+10
1145
$356 ﹤0.01%
7
+2
1146
$355 ﹤0.01%
+40
1147
$355 ﹤0.01%
11
-1
1148
$351 ﹤0.01%
7
+2
1149
$350 ﹤0.01%
8
+3
1150
$349 ﹤0.01%
3
+2
44 45
46
47 48