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
176
$19.4K ﹤0.01%
316
177
$19.1K ﹤0.01%
187
178
$18.8K ﹤0.01%
537
+505
179
$18.7K ﹤0.01%
+278
180
$18.6K ﹤0.01%
+270
181
$18.6K ﹤0.01%
105
-4
182
$17.9K ﹤0.01%
161
183
$17.9K ﹤0.01%
735
184
$17.4K ﹤0.01%
292
-104
185
$17.2K ﹤0.01%
+100
186
$17.2K ﹤0.01%
530
+2
187
$16.6K ﹤0.01%
378
188
$16.5K ﹤0.01%
146
+4
189
$16.4K ﹤0.01%
550
190
$16K ﹤0.01%
97
+1
191
$15.8K ﹤0.01%
+75
192
$15.7K ﹤0.01%
678
193
$14.9K ﹤0.01%
235
194
$14.9K ﹤0.01%
3
195
$14.9K ﹤0.01%
26
196
$14.8K ﹤0.01%
50
197
$14.4K ﹤0.01%
299
198
$14.4K ﹤0.01%
112
199
$13.8K ﹤0.01%
535
+509
200
$13.7K ﹤0.01%
130
6 7
8
9 10