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
1176
$362 ﹤0.01%
8
-1
1177
$356 ﹤0.01%
21
-5
1178
$354 ﹤0.01%
6
1179
$352 ﹤0.01%
6
+2
1180
$351 ﹤0.01%
12
1181
$350 ﹤0.01%
13
1182
$346 ﹤0.01%
6
1183
$343 ﹤0.01%
19
-8
1184
$343 ﹤0.01%
2
-1
1185
$342 ﹤0.01%
+16
1186
$341 ﹤0.01%
10
1187
$338 ﹤0.01%
13
+3
1188
$338 ﹤0.01%
18
1189
$337 ﹤0.01%
+17
1190
$334 ﹤0.01%
4
1191
$332 ﹤0.01%
5
1192
$331 ﹤0.01%
12
1193
$329 ﹤0.01%
24
+9
1194
$327 ﹤0.01%
6
1195
$325 ﹤0.01%
7
+1
1196
$324 ﹤0.01%
9
+1
1197
$321 ﹤0.01%
+6
1198
$321 ﹤0.01%
6
1199
$317 ﹤0.01%
9
-6
1200
$316 ﹤0.01%
2
46 47
48
49 50