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
1326
$119 ﹤0.01%
3
-11
1327
$117 ﹤0.01%
5
+1
1328
$116 ﹤0.01%
6
1329
$112 ﹤0.01%
1
-5
1330
$112 ﹤0.01%
3
1331
$107 ﹤0.01%
7
+2
1332
$106 ﹤0.01%
4
-1
1333
$105 ﹤0.01%
1
-2
1334
$104 ﹤0.01%
3
1335
$104 ﹤0.01%
3
-2
1336
$104 ﹤0.01%
7
-2
1337
$102 ﹤0.01%
8
-15
1338
$101 ﹤0.01%
+3
1339
$99 ﹤0.01%
2
-4
1340
$94 ﹤0.01%
5
-2
1341
$94 ﹤0.01%
6
1342
$91 ﹤0.01%
+5
1343
$90 ﹤0.01%
4
1344
$87 ﹤0.01%
1
1345
$84 ﹤0.01%
2
-16
1346
$83 ﹤0.01%
1
1347
$83 ﹤0.01%
5
-6
1348
$82 ﹤0.01%
+1
1349
$81 ﹤0.01%
1
-1
1350
$78 ﹤0.01%
1
-5
52 53
54
55 56