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
126
$48.2K 0.01%
404
+1
127
$45.7K 0.01%
131
128
$43K 0.01%
2,135
129
$42.3K 0.01%
+426
130
$39.8K 0.01%
339
+29
131
$39.6K 0.01%
172
+4
132
$36.8K ﹤0.01%
1,836
-414
133
$36.2K ﹤0.01%
365
+276
134
$36.1K ﹤0.01%
610
-72
135
$35.9K ﹤0.01%
577
+16
136
$35.4K ﹤0.01%
281
+250
137
$33K ﹤0.01%
138
+1
138
$32.6K ﹤0.01%
188
139
$32.5K ﹤0.01%
98
-18
140
$32.2K ﹤0.01%
98
+6
141
$31.7K ﹤0.01%
120
142
$31.4K ﹤0.01%
1,000
-100
143
$31.2K ﹤0.01%
110
144
$30.9K ﹤0.01%
58
145
$30.3K ﹤0.01%
800
146
$30.2K ﹤0.01%
133
+1
147
$30K ﹤0.01%
439
-5
148
$29.9K ﹤0.01%
228
+1
149
$29.6K ﹤0.01%
221
-1
150
$29.3K ﹤0.01%
32
+1
4 5
6
7 8