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
1
$91.4M 11.57%
1,949,760
-48,969
2
$90.2M 11.42%
2,185,499
+182,606
3
$76.7M 9.71%
1,203,541
-68,858
4
$54M 6.84%
1,799,402
-29,703
5
$45.8M 5.8%
704,455
-15,838
6
$41.5M 5.26%
1,228,911
-45,095
7
$41.1M 5.2%
1,608,159
+62,986
8
$39.4M 4.99%
1,526,163
+60,976
9
$37.8M 4.78%
1,227,179
-16,255
10
$30.4M 3.85%
879,895
-41,610
11
$20.4M 2.58%
767,020
+13,268
12
$20.2M 2.56%
772,254
+15,792
13
$19.7M 2.5%
481,754
-7,757
14
$17.8M 2.25%
351,193
+61,305
15
$17.3M 2.19%
329,055
+9,227
16
$16.9M 2.13%
668,103
+28,375
17
$16.1M 2.04%
257,656
-10,770
18
$15.7M 1.99%
297,533
+36,193
19
$11.7M 1.48%
461,634
+4,723
20
$9.25M 1.17%
260,643
-5,305
21
$7.93M 1%
142,402
-3,220
22
$5.69M 0.72%
217,175
+2,362
23
$5.61M 0.71%
107,307
+7,829
24
$5.58M 0.71%
225,440
+3,798
25
$5.14M 0.65%
206,560
-8,520
1
2 3 4 5