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
176
$11.9K ﹤0.01%
+434
177
$11.9K ﹤0.01%
3
+1
178
$11.8K ﹤0.01%
90
+10
179
$11.8K ﹤0.01%
26
+3
180
$11.6K ﹤0.01%
116
+12
181
$11.6K ﹤0.01%
132
182
$11.6K ﹤0.01%
50
+6
183
$11.6K ﹤0.01%
98
+3
184
$11.5K ﹤0.01%
148
+11
185
$11.5K ﹤0.01%
200
186
$11.3K ﹤0.01%
19
+11
187
$11.1K ﹤0.01%
79
+32
188
$10.9K ﹤0.01%
79
+5
189
$10.9K ﹤0.01%
93
+5
190
$10.9K ﹤0.01%
48
+4
191
$10.8K ﹤0.01%
35
+19
192
$10.7K ﹤0.01%
555
193
$10.6K ﹤0.01%
189
194
$10.5K ﹤0.01%
10
+1
195
$10.4K ﹤0.01%
101
+3
196
$10.4K ﹤0.01%
7
+1
197
$10.4K ﹤0.01%
114
198
$10.3K ﹤0.01%
40
+6
199
$10.1K ﹤0.01%
60
200
$10K ﹤0.01%
100
+6
6 7
8
9 10