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
351
$5.85K ﹤0.01%
16
352
$5.84K ﹤0.01%
30
-2
353
$5.79K ﹤0.01%
100
354
$5.78K ﹤0.01%
25
355
$5.62K ﹤0.01%
24
356
$5.6K ﹤0.01%
13
357
$5.6K ﹤0.01%
21
358
$5.58K ﹤0.01%
27
359
$5.56K ﹤0.01%
52
360
$5.5K ﹤0.01%
42
361
$5.42K ﹤0.01%
70
+29
362
$5.35K ﹤0.01%
26
+2
363
$5.32K ﹤0.01%
22
364
$5.3K ﹤0.01%
30
365
$5.29K ﹤0.01%
60
+1
366
$5.29K ﹤0.01%
34
367
$5.25K ﹤0.01%
31
368
$5.25K ﹤0.01%
38
-1
369
$5.19K ﹤0.01%
32
370
$5.18K ﹤0.01%
8
371
$5.15K ﹤0.01%
138
+8
372
$5.15K ﹤0.01%
230
373
$5.09K ﹤0.01%
19
+1
374
$5.06K ﹤0.01%
34
-1
375
$4.96K ﹤0.01%
1,000
13 14
15
16 17