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
1401
$17 ﹤0.01%
+1
1402
$17 ﹤0.01%
+1
1403
$16 ﹤0.01%
+1
1404
$15 ﹤0.01%
+1
1405
$15 ﹤0.01%
3
+1
1406
$14 ﹤0.01%
6
+3
1407
$11 ﹤0.01%
1
1408
$11 ﹤0.01%
1
1409
$5 ﹤0.01%
2
-11
1410
$4 ﹤0.01%
+1
1411
– –
-3
1412
– –
-18
1413
– –
-18
1414
– –
-14
1415
– –
-5
1416
– –
-2
1417
– –
-6
1418
– –
-1
1419
– –
0
1420
– –
-10
1421
– –
-2
1422
– –
-2
1423
– –
-5
1424
– –
-5
1425
– –
-1
54 55 56
57
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