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
1201
$284 ﹤0.01%
6
+1
1202
$279 ﹤0.01%
2
+1
1203
$279 ﹤0.01%
19
+9
1204
$278 ﹤0.01%
8
1205
$277 ﹤0.01%
8
+1
1206
$275 ﹤0.01%
9
-2
1207
$275 ﹤0.01%
22
1208
$274 ﹤0.01%
+1
1209
$273 ﹤0.01%
5
1210
$272 ﹤0.01%
+2
1211
$271 ﹤0.01%
6
+1
1212
$270 ﹤0.01%
8
-59,997
1213
$270 ﹤0.01%
1
1214
$270 ﹤0.01%
20
+4
1215
$268 ﹤0.01%
44
+7
1216
$268 ﹤0.01%
24
+3
1217
$267 ﹤0.01%
8
1218
$267 ﹤0.01%
6
+1
1219
$266 ﹤0.01%
12
+1
1220
$266 ﹤0.01%
+6
1221
$265 ﹤0.01%
6
+1
1222
$265 ﹤0.01%
8
+1
1223
$264 ﹤0.01%
5
+1
1224
$263 ﹤0.01%
13
+8
1225
$263 ﹤0.01%
9
47 48
49
50 51