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
551
$2.59K ﹤0.01%
20
+1
552
$2.59K ﹤0.01%
30
553
$2.59K ﹤0.01%
13
554
$2.58K ﹤0.01%
19
555
$2.55K ﹤0.01%
23
556
$2.55K ﹤0.01%
15
557
$2.55K ﹤0.01%
+58
558
$2.54K ﹤0.01%
6
559
$2.54K ﹤0.01%
131
+5
560
$2.53K ﹤0.01%
63
561
$2.52K ﹤0.01%
6
562
$2.49K ﹤0.01%
20
+1
563
$2.48K ﹤0.01%
3
+2
564
$2.48K ﹤0.01%
43
+11
565
$2.48K ﹤0.01%
89
566
$2.47K ﹤0.01%
38
-1
567
$2.47K ﹤0.01%
28
568
$2.47K ﹤0.01%
31
569
$2.46K ﹤0.01%
12
570
$2.45K ﹤0.01%
19
571
$2.44K ﹤0.01%
29
572
$2.43K ﹤0.01%
49
+39
573
$2.42K ﹤0.01%
33
-1
574
$2.42K ﹤0.01%
36
-2
575
$2.42K ﹤0.01%
6
21 22
23
24 25