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
576
$2.39K ﹤0.01%
7
577
$2.39K ﹤0.01%
28
578
$2.38K ﹤0.01%
14
579
$2.38K ﹤0.01%
42
580
$2.37K ﹤0.01%
9
581
$2.37K ﹤0.01%
16
+1
582
$2.36K ﹤0.01%
7
583
$2.34K ﹤0.01%
6
584
$2.33K ﹤0.01%
18
585
$2.33K ﹤0.01%
13
586
$2.33K ﹤0.01%
25
+2
587
$2.32K ﹤0.01%
4
588
$2.32K ﹤0.01%
21
+6
589
$2.31K ﹤0.01%
1,000
590
$2.3K ﹤0.01%
26
+4
591
$2.29K ﹤0.01%
23
592
$2.29K ﹤0.01%
5
593
$2.26K ﹤0.01%
25
594
$2.25K ﹤0.01%
32
-1
595
$2.25K ﹤0.01%
10
+4
596
$2.24K ﹤0.01%
6
597
$2.23K ﹤0.01%
13
598
$2.23K ﹤0.01%
26
599
$2.22K ﹤0.01%
7
-1
600
$2.21K ﹤0.01%
12
22 23
24
25 26