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
$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
1151
$391 ﹤0.01%
6
1152
$390 ﹤0.01%
10
+2
1153
$389 ﹤0.01%
12
1154
$388 ﹤0.01%
12
+10
1155
$386 ﹤0.01%
10
1156
$377 ﹤0.01%
19
1157
$376 ﹤0.01%
+11
1158
$375 ﹤0.01%
5
-8
1159
$375 ﹤0.01%
11
-2
1160
$375 ﹤0.01%
2
-3
1161
$372 ﹤0.01%
10
-3
1162
$372 ﹤0.01%
16
-4
1163
$372 ﹤0.01%
5
1164
$371 ﹤0.01%
6
-4
1165
$371 ﹤0.01%
44
-45
1166
$371 ﹤0.01%
12
-7
1167
$371 ﹤0.01%
26
1168
$370 ﹤0.01%
17
-13
1169
$368 ﹤0.01%
6
1170
$367 ﹤0.01%
10
1171
$367 ﹤0.01%
6
1172
$365 ﹤0.01%
6
1173
$364 ﹤0.01%
4
1174
$363 ﹤0.01%
6
-7
1175
$363 ﹤0.01%
18
+6
45 46
47
48 49