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
451
$3.6K ﹤0.01%
27
452
$3.58K ﹤0.01%
34
453
$3.57K ﹤0.01%
8
-4
454
$3.57K ﹤0.01%
13
+1
455
$3.56K ﹤0.01%
24
-1
456
$3.52K ﹤0.01%
14
-7
457
$3.51K ﹤0.01%
25
-1
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$3.49K ﹤0.01%
33
459
$3.46K ﹤0.01%
39
460
$3.45K ﹤0.01%
19
+2
461
$3.45K ﹤0.01%
19
-1
462
$3.45K ﹤0.01%
76
463
$3.45K ﹤0.01%
41
-2
464
$3.44K ﹤0.01%
16
465
$3.42K ﹤0.01%
53
+8
466
$3.42K ﹤0.01%
42
+2
467
$3.39K ﹤0.01%
14
468
$3.39K ﹤0.01%
60
469
$3.38K ﹤0.01%
30
470
$3.38K ﹤0.01%
6
471
$3.36K ﹤0.01%
12
472
$3.36K ﹤0.01%
78
-10
473
$3.35K ﹤0.01%
11
-1
474
$3.33K ﹤0.01%
12
+1
475
$3.33K ﹤0.01%
79
-14
17 18
19
20 21