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
151
$16.7K ﹤0.01%
118
+83
152
$16.4K ﹤0.01%
83
+14
153
$16.2K ﹤0.01%
409
+14
154
$16.2K ﹤0.01%
37
+5
155
$16.2K ﹤0.01%
62
+52
156
$16K ﹤0.01%
241
+8
157
$15.4K ﹤0.01%
+90
158
$15K ﹤0.01%
121
+1
159
$14.7K ﹤0.01%
141
+14
160
$14.6K ﹤0.01%
130
161
$14.6K ﹤0.01%
1,379
162
$14.5K ﹤0.01%
+678
163
$14.4K ﹤0.01%
522
+6
164
$13.5K ﹤0.01%
86
+10
165
$13.3K ﹤0.01%
112
166
$13.3K ﹤0.01%
64
+27
167
$13.3K ﹤0.01%
235
168
$13.2K ﹤0.01%
40
+4
169
$13K ﹤0.01%
67
+9
170
$13K ﹤0.01%
57
+5
171
$12.7K ﹤0.01%
27
+11
172
$12.5K ﹤0.01%
227
173
$12.4K ﹤0.01%
607
174
$12.2K ﹤0.01%
92
+2
175
$12.1K ﹤0.01%
26
+2
5 6
7
8 9