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
151
$28.3K ﹤0.01%
45
152
$28.2K ﹤0.01%
50
153
$28.1K ﹤0.01%
80
154
$28.1K ﹤0.01%
84
155
$27.7K ﹤0.01%
99
156
$27.7K ﹤0.01%
27
-1
157
$27.3K ﹤0.01%
713
-245
158
$26.4K ﹤0.01%
995
-321
159
$26K ﹤0.01%
1,337
160
$25.8K ﹤0.01%
61
161
$25.3K ﹤0.01%
825
-46
162
$25.3K ﹤0.01%
1,000
163
$24.6K ﹤0.01%
405
164
$24K ﹤0.01%
2,274
+343
165
$23.3K ﹤0.01%
600
166
$23.2K ﹤0.01%
26
167
$22.8K ﹤0.01%
876
168
$22.7K ﹤0.01%
148
-176
169
$22.7K ﹤0.01%
228
170
$21.5K ﹤0.01%
132
171
$21K ﹤0.01%
62
172
$20.8K ﹤0.01%
173
+1
173
$20.7K ﹤0.01%
120
174
$20.2K ﹤0.01%
32
-1
175
$19.6K ﹤0.01%
100
5 6
7
8 9