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
1126
$426 ﹤0.01%
6
1127
$425 ﹤0.01%
+80
1128
$425 ﹤0.01%
7
1129
$424 ﹤0.01%
17
-1
1130
$424 ﹤0.01%
3
+1
1131
$423 ﹤0.01%
13
1132
$423 ﹤0.01%
33
1133
$420 ﹤0.01%
6
-9
1134
$420 ﹤0.01%
13
1135
$418 ﹤0.01%
11
-9
1136
$415 ﹤0.01%
6
1137
$413 ﹤0.01%
59
1138
$407 ﹤0.01%
6
1139
$406 ﹤0.01%
12
-2
1140
$405 ﹤0.01%
7
-5
1141
$402 ﹤0.01%
11
1142
$402 ﹤0.01%
43
+31
1143
$402 ﹤0.01%
11
-29
1144
$401 ﹤0.01%
6
1145
$400 ﹤0.01%
5
-1
1146
$399 ﹤0.01%
9
+3
1147
$396 ﹤0.01%
7
-3
1148
$396 ﹤0.01%
5
1149
$394 ﹤0.01%
11
+1
1150
$391 ﹤0.01%
53
+37
44 45
46
47 48