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
1251
$222 ﹤0.01%
6
+1
1252
$220 ﹤0.01%
12
+2
1253
$219 ﹤0.01%
5
+1
1254
$219 ﹤0.01%
3
+1
1255
$218 ﹤0.01%
4
+2
1256
$218 ﹤0.01%
4
+1
1257
$217 ﹤0.01%
4
+1
1258
$214 ﹤0.01%
6
-2
1259
$213 ﹤0.01%
2
+1
1260
$213 ﹤0.01%
6
+1
1261
$211 ﹤0.01%
6
+1
1262
$210 ﹤0.01%
15
+3
1263
$210 ﹤0.01%
14
+2
1264
$208 ﹤0.01%
5
+4
1265
$208 ﹤0.01%
3
+1
1266
$207 ﹤0.01%
8
-3
1267
$207 ﹤0.01%
+30
1268
$202 ﹤0.01%
+1
1269
$194 ﹤0.01%
5
+1
1270
$193 ﹤0.01%
10
+2
1271
$193 ﹤0.01%
5
+1
1272
$192 ﹤0.01%
+3
1273
$190 ﹤0.01%
8
+4
1274
$188 ﹤0.01%
3
1275
$186 ﹤0.01%
6
+1
49 50
51
52 53