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
426
$3.84K ﹤0.01%
77
427
$3.83K ﹤0.01%
23
428
$3.82K ﹤0.01%
50
-3
429
$3.8K ﹤0.01%
272
430
$3.79K ﹤0.01%
33
431
$3.77K ﹤0.01%
63
432
$3.77K ﹤0.01%
7
433
$3.76K ﹤0.01%
12
434
$3.75K ﹤0.01%
102
-1
435
$3.74K ﹤0.01%
+137
436
$3.73K ﹤0.01%
48
+1
437
$3.71K ﹤0.01%
127
-3
438
$3.7K ﹤0.01%
53
-2
439
$3.7K ﹤0.01%
6
440
$3.69K ﹤0.01%
50
441
$3.69K ﹤0.01%
40
442
$3.69K ﹤0.01%
38
-1
443
$3.68K ﹤0.01%
28
444
$3.67K ﹤0.01%
12
445
$3.65K ﹤0.01%
22
-1
446
$3.63K ﹤0.01%
54
-1
447
$3.62K ﹤0.01%
24
+2
448
$3.62K ﹤0.01%
45
+5
449
$3.61K ﹤0.01%
13
450
$3.6K ﹤0.01%
24
+1
16 17
18
19 20