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
601
$2.2K ﹤0.01%
6
602
$2.19K ﹤0.01%
15
603
$2.18K ﹤0.01%
9
604
$2.18K ﹤0.01%
26
605
$2.18K ﹤0.01%
35
606
$2.17K ﹤0.01%
15
-1
607
$2.16K ﹤0.01%
23
608
$2.16K ﹤0.01%
32
609
$2.15K ﹤0.01%
12
-2
610
$2.14K ﹤0.01%
13
-3
611
$2.13K ﹤0.01%
23
+1
612
$2.13K ﹤0.01%
57
-2
613
$2.13K ﹤0.01%
87
614
$2.13K ﹤0.01%
6
-1
615
$2.12K ﹤0.01%
97
616
$2.11K ﹤0.01%
17
617
$2.11K ﹤0.01%
13
618
$2.1K ﹤0.01%
11
619
$2.1K ﹤0.01%
6
620
$2.1K ﹤0.01%
67
-1
621
$2.07K ﹤0.01%
21
-1
622
$2.07K ﹤0.01%
12
623
$2.07K ﹤0.01%
26
+14
624
$2.06K ﹤0.01%
11
625
$2.06K ﹤0.01%
12
-1
23 24
25
26 27