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
1176
$312 ﹤0.01%
7
+1
1177
$311 ﹤0.01%
14
1178
$310 ﹤0.01%
5
+1
1179
$308 ﹤0.01%
6
-2
1180
$308 ﹤0.01%
14
+9
1181
$307 ﹤0.01%
13
+2
1182
$306 ﹤0.01%
5
+1
1183
$306 ﹤0.01%
82
1184
$305 ﹤0.01%
+46
1185
$305 ﹤0.01%
+2
1186
$302 ﹤0.01%
6
+2
1187
$300 ﹤0.01%
4
-1
1188
$298 ﹤0.01%
6
+1
1189
$297 ﹤0.01%
12
+5
1190
$296 ﹤0.01%
6
+1
1191
$292 ﹤0.01%
2
+1
1192
$292 ﹤0.01%
100
1193
$291 ﹤0.01%
6
+1
1194
$290 ﹤0.01%
18
+3
1195
$289 ﹤0.01%
7
+1
1196
$289 ﹤0.01%
11
+2
1197
$289 ﹤0.01%
13
+2
1198
$286 ﹤0.01%
12
+2
1199
$285 ﹤0.01%
50
+8
1200
$285 ﹤0.01%
2
46 47
48
49 50