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
201
$13.6K ﹤0.01%
326
-525
202
$13.4K ﹤0.01%
116
203
$13.4K ﹤0.01%
140
204
$12.9K ﹤0.01%
191
205
$12.9K ﹤0.01%
434
206
$12.6K ﹤0.01%
26
207
$12.5K ﹤0.01%
607
208
$12.4K ﹤0.01%
227
209
$12.3K ﹤0.01%
157
+3
210
$12.2K ﹤0.01%
202
+103
211
$12K ﹤0.01%
132
212
$12K ﹤0.01%
64
213
$11.9K ﹤0.01%
6
-1
214
$11.9K ﹤0.01%
107
-194
215
$11.9K ﹤0.01%
1,222
216
$11.7K ﹤0.01%
55
-1
217
$11.6K ﹤0.01%
215
+2
218
$11.6K ﹤0.01%
40
+3
219
$11.6K ﹤0.01%
286
+258
220
$11.6K ﹤0.01%
62
+3
221
$11.6K ﹤0.01%
26
-4
222
$11.5K ﹤0.01%
44
-22
223
$11.4K ﹤0.01%
60
224
$11.3K ﹤0.01%
95
225
$11K ﹤0.01%
40
7 8
9
10 11