DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
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
+$1.79M
3
+$1.47M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.43M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$594K

Top Sells

1
+$2.07M
2
+$1.19M
3
+$921K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$637K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$615K

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
1426
– –
-5
1427
– –
-4
1428
– –
-1
1429
– –
-1
1430
– –
-100
1431
– –
-5
1432
– –
-9
1433
– –
-2
1434
– –
-2
1435
– –
-10
1436
– –
0
1437
– –
-1
1438
– –
-6
1439
– –
-2
1440
– –
-5
1441
– –
-18
1442
– –
-18
1443
– –
-3
54 55 56 57
58