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
251
$11.5K ﹤0.01%
102
-1
252
$11.5K ﹤0.01%
214
-2
253
$11.4K ﹤0.01%
82
+1
254
$11.4K ﹤0.01%
156
+2
255
$11.4K ﹤0.01%
75
256
$11.4K ﹤0.01%
15
257
$10.9K ﹤0.01%
24
-3
258
$10.9K ﹤0.01%
555
259
$10.9K ﹤0.01%
80
260
$10.8K ﹤0.01%
36
-3
261
$10.7K ﹤0.01%
98
+7
262
$10.6K ﹤0.01%
39
-1
263
$10.5K ﹤0.01%
52
264
$10.5K ﹤0.01%
36
265
$10.3K ﹤0.01%
228
266
$10.2K ﹤0.01%
106
267
$10.1K ﹤0.01%
92
268
$9.98K ﹤0.01%
54
269
$9.84K ﹤0.01%
44
270
$9.79K ﹤0.01%
7
271
$9.7K ﹤0.01%
143
-4
272
$9.64K ﹤0.01%
93
-2
273
$9.64K ﹤0.01%
81
+6
274
$9.61K ﹤0.01%
14
-1
275
$9.51K ﹤0.01%
+369
9 10
11
12 13