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
526
$2.83K ﹤0.01%
19
-1
527
$2.82K ﹤0.01%
36
-6
528
$2.82K ﹤0.01%
35
529
$2.8K ﹤0.01%
13
530
$2.8K ﹤0.01%
23
531
$2.8K ﹤0.01%
9
-3
532
$2.8K ﹤0.01%
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533
$2.79K ﹤0.01%
68
-1
534
$2.79K ﹤0.01%
6
535
$2.78K ﹤0.01%
29
536
$2.77K ﹤0.01%
15
-1
537
$2.75K ﹤0.01%
6
538
$2.75K ﹤0.01%
34
539
$2.72K ﹤0.01%
38
540
$2.72K ﹤0.01%
68
-2
541
$2.71K ﹤0.01%
15
542
$2.71K ﹤0.01%
13
543
$2.67K ﹤0.01%
9
+2
544
$2.65K ﹤0.01%
25
+4
545
$2.65K ﹤0.01%
22
546
$2.65K ﹤0.01%
35
547
$2.63K ﹤0.01%
41
-2
548
$2.63K ﹤0.01%
11
-1
549
$2.62K ﹤0.01%
90
+10
550
$2.59K ﹤0.01%
40
20 21
22
23 24