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
1201
$315 ﹤0.01%
7
1202
$314 ﹤0.01%
8
1203
$313 ﹤0.01%
13
1204
$311 ﹤0.01%
2
-2
1205
$310 ﹤0.01%
6
1206
$309 ﹤0.01%
4
1207
$309 ﹤0.01%
6
-3
1208
$309 ﹤0.01%
16
-2
1209
$305 ﹤0.01%
44
-4
1210
$305 ﹤0.01%
6
1211
$305 ﹤0.01%
8
1212
$303 ﹤0.01%
30
1213
$302 ﹤0.01%
2
1214
$301 ﹤0.01%
19
+5
1215
$300 ﹤0.01%
6
-1
1216
$291 ﹤0.01%
4
1217
$291 ﹤0.01%
39
-9
1218
$290 ﹤0.01%
5
1219
$287 ﹤0.01%
11
+1
1220
$287 ﹤0.01%
6
1221
$285 ﹤0.01%
35
1222
$284 ﹤0.01%
5
1223
$280 ﹤0.01%
6
1224
$280 ﹤0.01%
21
-18
1225
$280 ﹤0.01%
7
+1
47 48
49
50 51