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
376
$4.96K ﹤0.01%
21
-1
377
$4.95K ﹤0.01%
26
378
$4.94K ﹤0.01%
37
+1
379
$4.92K ﹤0.01%
76
380
$4.91K ﹤0.01%
20
381
$4.89K ﹤0.01%
24
382
$4.89K ﹤0.01%
64
383
$4.87K ﹤0.01%
29
384
$4.84K ﹤0.01%
25
-1
385
$4.83K ﹤0.01%
13
386
$4.78K ﹤0.01%
10
387
$4.74K ﹤0.01%
42
+6
388
$4.73K ﹤0.01%
16
389
$4.69K ﹤0.01%
30
-2
390
$4.67K ﹤0.01%
51
+1
391
$4.62K ﹤0.01%
+134
392
$4.57K ﹤0.01%
74
-1
393
$4.57K ﹤0.01%
15
+1
394
$4.48K ﹤0.01%
6
395
$4.47K ﹤0.01%
26
396
$4.45K ﹤0.01%
9
-1
397
$4.43K ﹤0.01%
16
398
$4.42K ﹤0.01%
63
+4
399
$4.42K ﹤0.01%
173
400
$4.38K ﹤0.01%
100
14 15
16
17 18