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
1301
$158 ﹤0.01%
+3
1302
$156 ﹤0.01%
+1
1303
$154 ﹤0.01%
+7
1304
$153 ﹤0.01%
2
-3
1305
$152 ﹤0.01%
5
-1
1306
$150 ﹤0.01%
2
-4
1307
$149 ﹤0.01%
7
-5
1308
$147 ﹤0.01%
6
1309
$144 ﹤0.01%
16
1310
$143 ﹤0.01%
48
+20
1311
$140 ﹤0.01%
2
1312
$140 ﹤0.01%
7
1313
$138 ﹤0.01%
6
1314
$138 ﹤0.01%
5
1315
$137 ﹤0.01%
4
1316
$134 ﹤0.01%
4
1317
$133 ﹤0.01%
1
1318
$132 ﹤0.01%
3
1319
$131 ﹤0.01%
+13
1320
$130 ﹤0.01%
8
1321
$130 ﹤0.01%
5
1322
$127 ﹤0.01%
6
1323
$126 ﹤0.01%
1
1324
$122 ﹤0.01%
30
1325
$120 ﹤0.01%
1
-2
51 52
53
54 55