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
1351
$94 ﹤0.01%
7
-3
1352
$91 ﹤0.01%
3
+1
1353
$90 ﹤0.01%
+1
1354
$89 ﹤0.01%
3
+2
1355
$87 ﹤0.01%
8
+1
1356
$86 ﹤0.01%
+7
1357
$84 ﹤0.01%
6
+1
1358
$84 ﹤0.01%
3
+1
1359
$84 ﹤0.01%
6
1360
$81 ﹤0.01%
6
+1
1361
$79 ﹤0.01%
16
+3
1362
$79 ﹤0.01%
8
+2
1363
$75 ﹤0.01%
+2
1364
$74 ﹤0.01%
4
1365
$69 ﹤0.01%
1
-2
1366
$69 ﹤0.01%
7
+1
1367
$68 ﹤0.01%
7
+1
1368
$66 ﹤0.01%
4
+1
1369
$64 ﹤0.01%
5
+1
1370
$62 ﹤0.01%
6
+1
1371
$60 ﹤0.01%
2
1372
$60 ﹤0.01%
1
-11
1373
$60 ﹤0.01%
4
-2
1374
$54 ﹤0.01%
6
+1
1375
$52 ﹤0.01%
+4
53 54
55
56 57