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
1426
– –
-1
1427
– –
-5
1428
– –
-4
1429
– –
-1,000
1430
– –
-80
1431
– –
-142
1432
– –
-1,379
1433
– –
-6
1434
– –
-375
1435
– –
-1,145
1436
– –
-7
1437
– –
-4
1438
– –
-200
1439
– –
-1
1440
– –
-2
1441
– –
-1,297
1442
– –
-800
1443
– –
-666
1444
– –
-3
1445
– –
-334
1446
– –
-1,000
1447
– –
-1
1448
– –
-3
1449
– –
-666
1450
– –
-2
56 57
58
59 60