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
326
$6.56K ﹤0.01%
200
327
$6.54K ﹤0.01%
496
328
$6.5K ﹤0.01%
70
+3
329
$6.48K ﹤0.01%
44
330
$6.47K ﹤0.01%
49
331
$6.46K ﹤0.01%
16
332
$6.45K ﹤0.01%
343
333
$6.4K ﹤0.01%
34
334
$6.37K ﹤0.01%
51
+2
335
$6.34K ﹤0.01%
86
-5
336
$6.34K ﹤0.01%
27
+5
337
$6.32K ﹤0.01%
12
+3
338
$6.31K ﹤0.01%
31
339
$6.3K ﹤0.01%
63
340
$6.29K ﹤0.01%
+200
341
$6.29K ﹤0.01%
26
342
$6.22K ﹤0.01%
47
-3
343
$6.2K ﹤0.01%
17
344
$6.18K ﹤0.01%
76
-1
345
$6.12K ﹤0.01%
57
346
$6.12K ﹤0.01%
12
347
$6.05K ﹤0.01%
175
348
$5.98K ﹤0.01%
19
349
$5.98K ﹤0.01%
27
-1
350
$5.87K ﹤0.01%
16
+4
12 13
14
15 16