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
1326
$121 ﹤0.01%
7
+1
1327
$121 ﹤0.01%
6
+1
1328
$119 ﹤0.01%
10
+2
1329
$117 ﹤0.01%
+6
1330
$117 ﹤0.01%
3
1331
$116 ﹤0.01%
10
+1
1332
$115 ﹤0.01%
2
+1
1333
$115 ﹤0.01%
3
1334
$113 ﹤0.01%
3
+1
1335
$110 ﹤0.01%
20
+15
1336
$109 ﹤0.01%
3
+1
1337
$108 ﹤0.01%
6
+1
1338
$104 ﹤0.01%
4
+2
1339
$102 ﹤0.01%
8
+1
1340
$102 ﹤0.01%
2
-2
1341
$102 ﹤0.01%
8
+1
1342
$100 ﹤0.01%
9
-2
1343
$100 ﹤0.01%
+14
1344
$100 ﹤0.01%
6
+1
1345
$98 ﹤0.01%
30
1346
$98 ﹤0.01%
15
-3
1347
$97 ﹤0.01%
8
1348
$96 ﹤0.01%
+5
1349
$95 ﹤0.01%
3
-2
1350
$95 ﹤0.01%
4
52 53
54
55 56