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
626
$2.06K ﹤0.01%
23
627
$2.05K ﹤0.01%
39
+1
628
$2.05K ﹤0.01%
21
-2
629
$2.04K ﹤0.01%
6
630
$2.03K ﹤0.01%
24
+1
631
$2.03K ﹤0.01%
+43
632
$2K ﹤0.01%
17
633
$1.99K ﹤0.01%
6
634
$1.98K ﹤0.01%
25
635
$1.96K ﹤0.01%
12
636
$1.96K ﹤0.01%
6
637
$1.96K ﹤0.01%
18
-5
638
$1.94K ﹤0.01%
25
639
$1.93K ﹤0.01%
6
640
$1.93K ﹤0.01%
14
641
$1.92K ﹤0.01%
14
642
$1.91K ﹤0.01%
71
643
$1.9K ﹤0.01%
15
-1
644
$1.9K ﹤0.01%
10
-1
645
$1.89K ﹤0.01%
6
+1
646
$1.88K ﹤0.01%
44
647
$1.88K ﹤0.01%
36
-3
648
$1.88K ﹤0.01%
27
+1
649
$1.88K ﹤0.01%
48
650
$1.88K ﹤0.01%
29
24 25
26
27 28