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
1251
$245 ﹤0.01%
16
+3
1252
$241 ﹤0.01%
+8
1253
$238 ﹤0.01%
6
1254
$236 ﹤0.01%
7
+4
1255
$236 ﹤0.01%
+6
1256
$226 ﹤0.01%
25
1257
$224 ﹤0.01%
44
-42
1258
$219 ﹤0.01%
7
-1
1259
$219 ﹤0.01%
18
+7
1260
$217 ﹤0.01%
6
1261
$212 ﹤0.01%
16
+6
1262
$210 ﹤0.01%
6
1263
$208 ﹤0.01%
3
-10
1264
$206 ﹤0.01%
19
-4
1265
$205 ﹤0.01%
3
1266
$204 ﹤0.01%
5
+1
1267
$198 ﹤0.01%
6
+4
1268
$198 ﹤0.01%
2
1269
$198 ﹤0.01%
+5
1270
$197 ﹤0.01%
4
1271
$195 ﹤0.01%
3
1272
$195 ﹤0.01%
3
-2
1273
$194 ﹤0.01%
5
1274
$194 ﹤0.01%
4
1275
$194 ﹤0.01%
6
49 50
51
52 53