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
1276
$194 ﹤0.01%
5
-1
1277
$193 ﹤0.01%
2
1278
$193 ﹤0.01%
4
1279
$191 ﹤0.01%
3
1280
$190 ﹤0.01%
4
-1
1281
$190 ﹤0.01%
6
1282
$185 ﹤0.01%
3
+2
1283
$183 ﹤0.01%
22
1284
$182 ﹤0.01%
2
1285
$180 ﹤0.01%
5
+2
1286
$178 ﹤0.01%
28
-5
1287
$178 ﹤0.01%
2
-1
1288
$177 ﹤0.01%
47
-15
1289
$173 ﹤0.01%
10
1290
$169 ﹤0.01%
12
-16
1291
$167 ﹤0.01%
18
-8
1292
$165 ﹤0.01%
6
-2
1293
$164 ﹤0.01%
3
-3
1294
$163 ﹤0.01%
3
1295
$162 ﹤0.01%
16
-13
1296
$161 ﹤0.01%
4
1297
$161 ﹤0.01%
24
+2
1298
$160 ﹤0.01%
6
-5
1299
$159 ﹤0.01%
62
+45
1300
$158 ﹤0.01%
+3
50 51
52
53 54