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
1151
$349 ﹤0.01%
13
+5
1152
$346 ﹤0.01%
10
1153
$345 ﹤0.01%
6
+1
1154
$345 ﹤0.01%
7
1155
$344 ﹤0.01%
6
1156
$343 ﹤0.01%
27
+26
1157
$343 ﹤0.01%
5
+4
1158
$340 ﹤0.01%
+2
1159
$338 ﹤0.01%
11
+1
1160
$333 ﹤0.01%
9
+2
1161
$331 ﹤0.01%
5
+1
1162
$331 ﹤0.01%
6
-1
1163
$328 ﹤0.01%
27
+4
1164
$326 ﹤0.01%
6
-2
1165
$326 ﹤0.01%
+5
1166
$325 ﹤0.01%
3
1167
$323 ﹤0.01%
51
+48
1168
$321 ﹤0.01%
16
+2
1169
$320 ﹤0.01%
35
+28
1170
$319 ﹤0.01%
7
+1
1171
$318 ﹤0.01%
33
+5
1172
$316 ﹤0.01%
6
-1
1173
$316 ﹤0.01%
19
+3
1174
$314 ﹤0.01%
5
+2
1175
$314 ﹤0.01%
26
+3
45 46
47
48 49