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
276
$9.47K ﹤0.01%
239
277
$9.38K ﹤0.01%
55
278
$9.32K ﹤0.01%
17
279
$9.19K ﹤0.01%
125
280
$9.03K ﹤0.01%
34
281
$8.99K ﹤0.01%
23
-2
282
$8.94K ﹤0.01%
200
283
$8.92K ﹤0.01%
25
-3
284
$8.91K ﹤0.01%
204
-2
285
$8.9K ﹤0.01%
433
286
$8.49K ﹤0.01%
+374
287
$8.42K ﹤0.01%
102
-1
288
$8.4K ﹤0.01%
178
-6
289
$8.4K ﹤0.01%
2
290
$8.4K ﹤0.01%
71
291
$8.35K ﹤0.01%
100
292
$8.29K ﹤0.01%
670
293
$8.2K ﹤0.01%
140
294
$8.19K ﹤0.01%
39
295
$8.11K ﹤0.01%
8
296
$8.06K ﹤0.01%
13
297
$8K ﹤0.01%
148
298
$7.95K ﹤0.01%
73
299
$7.89K ﹤0.01%
58
300
$7.77K ﹤0.01%
74
+4
10 11
12
13 14