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
1301
$153 ﹤0.01%
+6
1302
$151 ﹤0.01%
+3
1303
$149 ﹤0.01%
+1
1304
$147 ﹤0.01%
22
+5
1305
$144 ﹤0.01%
+5
1306
$138 ﹤0.01%
2
-1
1307
$138 ﹤0.01%
16
+3
1308
$138 ﹤0.01%
+1
1309
$138 ﹤0.01%
6
+1
1310
$138 ﹤0.01%
13
+4
1311
$136 ﹤0.01%
6
+1
1312
$135 ﹤0.01%
7
1313
$135 ﹤0.01%
13
+3
1314
$135 ﹤0.01%
15
+2
1315
$133 ﹤0.01%
4
1316
$133 ﹤0.01%
+22
1317
$132 ﹤0.01%
4
+1
1318
$131 ﹤0.01%
10
1319
$131 ﹤0.01%
+1
1320
$130 ﹤0.01%
6
+1
1321
$126 ﹤0.01%
+8
1322
$125 ﹤0.01%
2
-4
1323
$125 ﹤0.01%
7
-1
1324
$124 ﹤0.01%
5
+1
1325
$123 ﹤0.01%
13
+2
51 52
53
54 55