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
476
$3.33K ﹤0.01%
7
477
$3.32K ﹤0.01%
46
-1
478
$3.32K ﹤0.01%
17
+2
479
$3.32K ﹤0.01%
18
480
$3.29K ﹤0.01%
145
-1
481
$3.28K ﹤0.01%
12
482
$3.27K ﹤0.01%
14
-1
483
$3.26K ﹤0.01%
108
-1
484
$3.25K ﹤0.01%
61
-1
485
$3.25K ﹤0.01%
26
486
$3.23K ﹤0.01%
12
487
$3.21K ﹤0.01%
13
+3
488
$3.21K ﹤0.01%
117
489
$3.2K ﹤0.01%
13
490
$3.17K ﹤0.01%
36
491
$3.13K ﹤0.01%
13
492
$3.12K ﹤0.01%
36
-1
493
$3.12K ﹤0.01%
22
494
$3.11K ﹤0.01%
26
-2
495
$3.09K ﹤0.01%
+22
496
$3.08K ﹤0.01%
22
-3
497
$3.08K ﹤0.01%
14
498
$3.07K ﹤0.01%
14
499
$3.06K ﹤0.01%
69
+5
500
$3.06K ﹤0.01%
49
+2
18 19
20
21 22