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
101
$47K 0.01%
236
+11
102
$46.7K 0.01%
1,852
103
$44.5K 0.01%
259
-26
104
$43.3K 0.01%
3,250
105
$42.5K 0.01%
476
+8
106
$38.9K 0.01%
1,145
107
$38.6K 0.01%
2,135
108
$37K 0.01%
+118
109
$37K 0.01%
1,321
+34
110
$36.6K ﹤0.01%
132
+3
111
$36.2K ﹤0.01%
851
112
$35.8K ﹤0.01%
563
+40
113
$35.1K ﹤0.01%
145
+25
114
$34.5K ﹤0.01%
307
-127
115
$32.6K ﹤0.01%
687
+36
116
$32.6K ﹤0.01%
138
+37
117
$30.2K ﹤0.01%
46
+6
118
$29.9K ﹤0.01%
128
+4
119
$29.1K ﹤0.01%
1,043
+69
120
$28.5K ﹤0.01%
110
+52
121
$28.3K ﹤0.01%
448
+5
122
$28K ﹤0.01%
34
+2
123
$28K ﹤0.01%
282
+14
124
$27.2K ﹤0.01%
32
+5
125
$27K ﹤0.01%
+1,277
3 4
5
6 7