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
1376
$45 ﹤0.01%
7
1377
$44 ﹤0.01%
2
1378
$43 ﹤0.01%
2
-8
1379
$42 ﹤0.01%
1
1380
$42 ﹤0.01%
3
-10
1381
$42 ﹤0.01%
2
+1
1382
$40 ﹤0.01%
6
1383
$39 ﹤0.01%
32
1384
$38 ﹤0.01%
3
-3
1385
$35 ﹤0.01%
9
-35
1386
$34 ﹤0.01%
11
1387
$32 ﹤0.01%
4
-8
1388
$31 ﹤0.01%
4
-15
1389
$31 ﹤0.01%
9
-16
1390
$31 ﹤0.01%
1
1391
$29 ﹤0.01%
2
+1
1392
$27 ﹤0.01%
2
-4
1393
$24 ﹤0.01%
2
1394
$24 ﹤0.01%
+3
1395
$24 ﹤0.01%
1
-2
1396
$23 ﹤0.01%
2
1397
$22 ﹤0.01%
1
-4
1398
$21 ﹤0.01%
2
-2
1399
$20 ﹤0.01%
2
1400
$19 ﹤0.01%
1
54 55
56
57 58