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
1451
– –
-2
1452
– –
-1
1453
– –
-200
1454
– –
-4
1455
– –
-7
1456
– –
-1,145
1457
– –
-375
1458
– –
-6
1459
– –
-1,379
1460
– –
-142
1461
– –
-80
1462
– –
-1,000
1463
– –
-4
1464
– –
-5
1465
– –
-1
1466
– –
-100
1467
– –
-468
1468
– –
-4
1469
– –
-6
1470
– –
-15
1471
– –
-882
1472
– –
-1
1473
– –
-10
1474
– –
-8
1475
– –
-4
56 57 58
59
60