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
651
$1.87K ﹤0.01%
6
652
$1.87K ﹤0.01%
51
653
$1.87K ﹤0.01%
23
654
$1.87K ﹤0.01%
13
655
$1.86K ﹤0.01%
6
656
$1.86K ﹤0.01%
24
657
$1.86K ﹤0.01%
21
658
$1.86K ﹤0.01%
30
659
$1.85K ﹤0.01%
8
660
$1.84K ﹤0.01%
17
+2
661
$1.84K ﹤0.01%
7
662
$1.84K ﹤0.01%
26
663
$1.83K ﹤0.01%
18
664
$1.83K ﹤0.01%
42
+3
665
$1.83K ﹤0.01%
7
666
$1.83K ﹤0.01%
+4
667
$1.82K ﹤0.01%
6
668
$1.82K ﹤0.01%
29
669
$1.82K ﹤0.01%
9
+1
670
$1.81K ﹤0.01%
13
671
$1.81K ﹤0.01%
6
672
$1.81K ﹤0.01%
24
+6
673
$1.8K ﹤0.01%
8
674
$1.79K ﹤0.01%
6
675
$1.79K ﹤0.01%
31
+1
25 26
27
28 29