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
26
$3.51M 0.4%
74,108
+3,480
27
$2.99M 0.34%
12,875
-281
28
$2.36M 0.27%
7,529
29
$2.19M 0.25%
53,058
+630
30
$2.07M 0.23%
4,084
+5
31
$1.59M 0.18%
51,341
-1,025
32
$1.49M 0.17%
8,555
+39
33
$1.44M 0.16%
5,908
-2
34
$1.18M 0.13%
29,206
-780
35
$973K 0.11%
40,737
36
$964K 0.11%
2,102
37
$885K 0.1%
3,875
+11
38
$845K 0.1%
25,390
-90
39
$804K 0.09%
11,595
40
$798K 0.09%
3,958
41
$792K 0.09%
1,335
42
$788K 0.09%
8,904
43
$766K 0.09%
3,385
44
$754K 0.09%
21,124
45
$749K 0.08%
22,837
+23
46
$721K 0.08%
15,029
+15,006
47
$720K 0.08%
1,262
-33
48
$706K 0.08%
13,627
+2
49
$646K 0.07%
1,284
-1
50
$641K 0.07%
2,014
+6
1
2
3 4 5