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
401
$4.36K ﹤0.01%
20
402
$4.36K ﹤0.01%
93
403
$4.35K ﹤0.01%
17
404
$4.31K ﹤0.01%
29
+2
405
$4.29K ﹤0.01%
16
406
$4.25K ﹤0.01%
50
407
$4.25K ﹤0.01%
11
408
$4.23K ﹤0.01%
13
409
$4.18K ﹤0.01%
30
-1
410
$4.18K ﹤0.01%
5
411
$4.17K ﹤0.01%
53
-8
412
$4.17K ﹤0.01%
44
413
$4.16K ﹤0.01%
30
-1
414
$4.15K ﹤0.01%
85
-5
415
$4.14K ﹤0.01%
20
-1
416
$4.13K ﹤0.01%
52
417
$4.1K ﹤0.01%
51
+1
418
$4.08K ﹤0.01%
33
419
$4.06K ﹤0.01%
19
+1
420
$4.01K ﹤0.01%
56
-1
421
$3.98K ﹤0.01%
7
422
$3.91K ﹤0.01%
7
423
$3.9K ﹤0.01%
3
+1
424
$3.88K ﹤0.01%
+87
425
$3.84K ﹤0.01%
25
15 16
17
18 19