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
1226
$277 ﹤0.01%
22
-3
1227
$274 ﹤0.01%
5
1228
$272 ﹤0.01%
6
1229
$272 ﹤0.01%
4
+2
1230
$271 ﹤0.01%
5
1231
$268 ﹤0.01%
6
+4
1232
$268 ﹤0.01%
+6
1233
$265 ﹤0.01%
8
1234
$265 ﹤0.01%
5
-3
1235
$265 ﹤0.01%
5
-5
1236
$264 ﹤0.01%
6
-1
1237
$263 ﹤0.01%
18
-1
1238
$262 ﹤0.01%
9
-2
1239
$259 ﹤0.01%
15
1240
$259 ﹤0.01%
6
-1
1241
$259 ﹤0.01%
3
1242
$257 ﹤0.01%
+14
1243
$255 ﹤0.01%
8
1244
$254 ﹤0.01%
1
-5
1245
$252 ﹤0.01%
2
-1
1246
$250 ﹤0.01%
16
+10
1247
$249 ﹤0.01%
6
1248
$248 ﹤0.01%
+4
1249
$246 ﹤0.01%
4
+1
1250
$245 ﹤0.01%
5
+2
48 49
50
51 52