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
676
$1.79K ﹤0.01%
+6
677
$1.78K ﹤0.01%
16
678
$1.78K ﹤0.01%
18
679
$1.78K ﹤0.01%
6
680
$1.77K ﹤0.01%
69
+11
681
$1.77K ﹤0.01%
14
682
$1.77K ﹤0.01%
12
683
$1.76K ﹤0.01%
37
+12
684
$1.76K ﹤0.01%
39
-15,003
685
$1.75K ﹤0.01%
15
686
$1.75K ﹤0.01%
34
-1
687
$1.75K ﹤0.01%
20
688
$1.74K ﹤0.01%
12
+10
689
$1.73K ﹤0.01%
7
+5
690
$1.73K ﹤0.01%
31
-1
691
$1.72K ﹤0.01%
9
692
$1.71K ﹤0.01%
23
-9
693
$1.71K ﹤0.01%
46
694
$1.7K ﹤0.01%
13
695
$1.7K ﹤0.01%
19
696
$1.69K ﹤0.01%
13
697
$1.69K ﹤0.01%
19
+2
698
$1.69K ﹤0.01%
20
-5
699
$1.68K ﹤0.01%
10
700
$1.68K ﹤0.01%
21
26 27
28
29 30