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
1351
$76 ﹤0.01%
2
-3
1352
$75 ﹤0.01%
8
1353
$72 ﹤0.01%
2
-17
1354
$72 ﹤0.01%
1
-1
1355
$69 ﹤0.01%
1
1356
$69 ﹤0.01%
1
-8
1357
$68 ﹤0.01%
7
1358
$68 ﹤0.01%
5
+3
1359
$68 ﹤0.01%
+1
1360
$66 ﹤0.01%
9
+3
1361
$66 ﹤0.01%
2
1362
$63 ﹤0.01%
4
1363
$62 ﹤0.01%
2
-8
1364
$61 ﹤0.01%
4
1365
$60 ﹤0.01%
6
-2
1366
$60 ﹤0.01%
7
-6
1367
$58 ﹤0.01%
5
-20
1368
$58 ﹤0.01%
+3
1369
$56 ﹤0.01%
2
1370
$52 ﹤0.01%
2
-1
1371
$52 ﹤0.01%
3
-28
1372
$52 ﹤0.01%
4
1373
$50 ﹤0.01%
2
1374
$45 ﹤0.01%
1
1375
$45 ﹤0.01%
1
53 54
55
56 57