DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$882M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,403
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.41M
3
+$2.19M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.47M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.07M

Top Sells

1
+$1.25M
2
+$651K
3
+$632K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$618K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$180K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.55%
3 Financials 0.43%
4 Industrials 0.25%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.2K ﹤0.01%
175
227
$13.1K ﹤0.01%
124
228
$13K ﹤0.01%
211
+2
229
$13K ﹤0.01%
408
+24
230
$13K ﹤0.01%
1,104
+25
231
$12.9K ﹤0.01%
201
232
$12.9K ﹤0.01%
1,222
233
$12.7K ﹤0.01%
93
234
$12.6K ﹤0.01%
188
235
$12.6K ﹤0.01%
135
236
$12.6K ﹤0.01%
132
237
$12.4K ﹤0.01%
61
238
$12.2K ﹤0.01%
72
-1
239
$12.2K ﹤0.01%
289
+5
240
$12.1K ﹤0.01%
42
-3
241
$12.1K ﹤0.01%
116
242
$12.1K ﹤0.01%
110
243
$12K ﹤0.01%
25
-1
244
$11.8K ﹤0.01%
47
245
$11.8K ﹤0.01%
192
246
$11.8K ﹤0.01%
40
+1
247
$11.7K ﹤0.01%
189
248
$11.6K ﹤0.01%
116
249
$11.6K ﹤0.01%
33
250
$11.5K ﹤0.01%
557
8 9
10
11 12