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
301
$7.73K ﹤0.01%
41
302
$7.71K ﹤0.01%
53
303
$7.67K ﹤0.01%
13
304
$7.61K ﹤0.01%
5
-1
305
$7.57K ﹤0.01%
40
306
$7.51K ﹤0.01%
101
307
$7.48K ﹤0.01%
78
308
$7.47K ﹤0.01%
33
-1
309
$7.35K ﹤0.01%
100
310
$7.27K ﹤0.01%
68
-4
311
$7.24K ﹤0.01%
87
312
$7.22K ﹤0.01%
77
+1
313
$7.18K ﹤0.01%
19
314
$7.15K ﹤0.01%
27
315
$7.09K ﹤0.01%
15
+2
316
$7.03K ﹤0.01%
10
317
$6.86K ﹤0.01%
56
-10
318
$6.76K ﹤0.01%
33
319
$6.65K ﹤0.01%
17
320
$6.63K ﹤0.01%
26
321
$6.63K ﹤0.01%
14
322
$6.62K ﹤0.01%
73
-1
323
$6.61K ﹤0.01%
133
-1
324
$6.6K ﹤0.01%
50
325
$6.59K ﹤0.01%
32
11 12
13
14 15