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
1276
$185 ﹤0.01%
4
1277
$184 ﹤0.01%
6
+1
1278
$184 ﹤0.01%
6
+1
1279
$183 ﹤0.01%
12
+2
1280
$179 ﹤0.01%
10
+2
1281
$177 ﹤0.01%
27
+8
1282
$176 ﹤0.01%
+2
1283
$176 ﹤0.01%
13
+1
1284
$173 ﹤0.01%
35
+7
1285
$172 ﹤0.01%
15
-1
1286
$172 ﹤0.01%
7
+1
1287
$172 ﹤0.01%
6
+1
1288
$170 ﹤0.01%
6
+1
1289
$169 ﹤0.01%
4
+1
1290
$166 ﹤0.01%
5
+1
1291
$164 ﹤0.01%
2
+1
1292
$163 ﹤0.01%
2
1293
$163 ﹤0.01%
6
+1
1294
$163 ﹤0.01%
19
+2
1295
$162 ﹤0.01%
6
+1
1296
$161 ﹤0.01%
29
+7
1297
$160 ﹤0.01%
13
+3
1298
$159 ﹤0.01%
4
-11
1299
$158 ﹤0.01%
4
1300
$155 ﹤0.01%
5
50 51
52
53 54