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
1376
$52 ﹤0.01%
+2
1377
$51 ﹤0.01%
7
+1
1378
$51 ﹤0.01%
2
1379
$48 ﹤0.01%
3
+1
1380
$48 ﹤0.01%
2
1381
$47 ﹤0.01%
6
+1
1382
$41 ﹤0.01%
6
+1
1383
$40 ﹤0.01%
+1
1384
$38 ﹤0.01%
11
+2
1385
$38 ﹤0.01%
6
+1
1386
$37 ﹤0.01%
5
1387
$34 ﹤0.01%
18
-13
1388
$34 ﹤0.01%
3
+1
1389
$32 ﹤0.01%
2
+1
1390
$29 ﹤0.01%
+1
1391
$26 ﹤0.01%
+3
1392
$25 ﹤0.01%
+2
1393
$24 ﹤0.01%
+1
1394
$24 ﹤0.01%
2
+1
1395
$24 ﹤0.01%
+1
1396
$23 ﹤0.01%
+1
1397
$22 ﹤0.01%
2
-2
1398
$21 ﹤0.01%
+1
1399
$19 ﹤0.01%
+1
1400
$18 ﹤0.01%
+1
54 55
56
57 58