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
1226
$261 ﹤0.01%
94
+75
1227
$261 ﹤0.01%
8
+1
1228
$261 ﹤0.01%
17
+2
1229
$261 ﹤0.01%
22
+1
1230
$260 ﹤0.01%
6
+1
1231
$248 ﹤0.01%
+4
1232
$246 ﹤0.01%
9
+1
1233
$245 ﹤0.01%
5
+1
1234
$244 ﹤0.01%
7
+2
1235
$244 ﹤0.01%
6
+2
1236
$241 ﹤0.01%
5
+1
1237
$240 ﹤0.01%
19
+3
1238
$239 ﹤0.01%
5
+1
1239
$239 ﹤0.01%
6
+1
1240
$236 ﹤0.01%
6
+1
1241
$236 ﹤0.01%
6
+1
1242
$235 ﹤0.01%
6
+1
1243
$235 ﹤0.01%
5
1244
$230 ﹤0.01%
+5
1245
$229 ﹤0.01%
+6
1246
$226 ﹤0.01%
4
-2
1247
$226 ﹤0.01%
12
+2
1248
$226 ﹤0.01%
+8
1249
$224 ﹤0.01%
10
+9
1250
$224 ﹤0.01%
+3
48 49
50
51 52