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
501
$3.06K ﹤0.01%
81
502
$3.05K ﹤0.01%
37
503
$3.04K ﹤0.01%
17
504
$3.02K ﹤0.01%
24
+2
505
$3K ﹤0.01%
13
+2
506
$2.96K ﹤0.01%
11
507
$2.96K ﹤0.01%
6
508
$2.94K ﹤0.01%
18
509
$2.93K ﹤0.01%
42
-4
510
$2.93K ﹤0.01%
36
511
$2.93K ﹤0.01%
56
512
$2.92K ﹤0.01%
84
513
$2.92K ﹤0.01%
12
514
$2.91K ﹤0.01%
10
+1
515
$2.91K ﹤0.01%
27
+2
516
$2.91K ﹤0.01%
16
-1
517
$2.9K ﹤0.01%
88
+7
518
$2.88K ﹤0.01%
29
519
$2.88K ﹤0.01%
6
520
$2.88K ﹤0.01%
68
521
$2.86K ﹤0.01%
32
522
$2.86K ﹤0.01%
36
-1
523
$2.86K ﹤0.01%
44
+30
524
$2.84K ﹤0.01%
26
525
$2.83K ﹤0.01%
57
19 20
21
22 23