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
1401
$17 ﹤0.01%
1
-5
1402
$16 ﹤0.01%
3
1403
$16 ﹤0.01%
1
-7
1404
$16 ﹤0.01%
1
1405
$15 ﹤0.01%
1
1406
$13 ﹤0.01%
1
1407
$12 ﹤0.01%
1
-4
1408
$11 ﹤0.01%
1
-1
1409
$11 ﹤0.01%
1
-4
1410
$11 ﹤0.01%
1
-2
1411
$10 ﹤0.01%
1
1412
$9 ﹤0.01%
1
1413
$7 ﹤0.01%
3
1414
– –
-3
1415
– –
-8
1416
– –
-4
1417
– –
-8
1418
– –
-10
1419
– –
-1
1420
– –
-882
1421
– –
-15
1422
– –
-6
1423
– –
-4
1424
– –
-468
1425
– –
-100
55 56
57
58 59