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
201
$9.95K ﹤0.01%
18
+3
202
$9.93K ﹤0.01%
17
+1
203
$9.84K ﹤0.01%
86
+25
204
$9.76K ﹤0.01%
52
+1
205
$9.62K ﹤0.01%
175
206
$9.43K ﹤0.01%
21
+10
207
$9.29K ﹤0.01%
36
+2
208
$9.1K ﹤0.01%
214
-195
209
$9.05K ﹤0.01%
14
+2
210
$9.02K ﹤0.01%
10
+1
211
$8.95K ﹤0.01%
36
+24
212
$8.94K ﹤0.01%
7
+1
213
$8.88K ﹤0.01%
27
+3
214
$8.86K ﹤0.01%
115
+67
215
$8.84K ﹤0.01%
53
+33
216
$8.81K ﹤0.01%
50
+4
217
$8.64K ﹤0.01%
433
218
$8.6K ﹤0.01%
17
+2
219
$7.87K ﹤0.01%
81
+10
220
$7.85K ﹤0.01%
189
+21
221
$7.8K ﹤0.01%
26
+4
222
$7.76K ﹤0.01%
102
+5
223
$7.73K ﹤0.01%
38
+5
224
$7.71K ﹤0.01%
88
+4
225
$7.7K ﹤0.01%
44
+4
7 8
9
10 11