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
126
$26.8K ﹤0.01%
226
127
$26.5K ﹤0.01%
241
+42
128
$25.6K ﹤0.01%
1,337
129
$25.2K ﹤0.01%
59
+43
130
$25K ﹤0.01%
405
131
$24.8K ﹤0.01%
99
132
$24.3K ﹤0.01%
80
+4
133
$23.7K ﹤0.01%
1,181
+17
134
$22.4K ﹤0.01%
60
+2
135
$22K ﹤0.01%
28
+13
136
$21.9K ﹤0.01%
228
137
$21.8K ﹤0.01%
126
+3
138
$21.6K ﹤0.01%
876
139
$21.3K ﹤0.01%
200
+80
140
$20.5K ﹤0.01%
289
+16
141
$20.3K ﹤0.01%
65
+21
142
$19.8K ﹤0.01%
109
+4
143
$19.2K ﹤0.01%
293
-1
144
$18.7K ﹤0.01%
428
+50
145
$18.3K ﹤0.01%
120
146
$18.3K ﹤0.01%
100
147
$18.2K ﹤0.01%
316
148
$17.5K ﹤0.01%
26
+2
149
$17.2K ﹤0.01%
170
+11
150
$16.7K ﹤0.01%
30
+4
4 5
6
7 8