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
101
$100K 0.01%
317
102
$96.6K 0.01%
403
+1
103
$96K 0.01%
780
104
$95.7K 0.01%
418
-1
105
$95.6K 0.01%
2,962
+29
106
$94K 0.01%
329
+94
107
$92.2K 0.01%
637
-58
108
$91K 0.01%
915
-108
109
$89.9K 0.01%
780
110
$89.6K 0.01%
1,873
111
$88.7K 0.01%
499
-1
112
$80.9K 0.01%
307
-1
113
$79.6K 0.01%
1,000
114
$77.7K 0.01%
125
115
$75.8K 0.01%
523
-45
116
$68.8K 0.01%
425
117
$63.9K 0.01%
275
118
$63.2K 0.01%
249
119
$62.7K 0.01%
376
+3
120
$59.4K 0.01%
176
121
$53.9K 0.01%
146
-6
122
$51.6K 0.01%
1,852
123
$49.9K 0.01%
425
124
$49.7K 0.01%
137
125
$49.4K 0.01%
393
3 4
5
6 7