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
701
$1.68K ﹤0.01%
25
-7
702
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703
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704
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6
705
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706
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6
707
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6
708
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710
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711
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-3
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$1.64K ﹤0.01%
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$1.63K ﹤0.01%
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6
715
$1.63K ﹤0.01%
27
+1
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$1.62K ﹤0.01%
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+2
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$1.62K ﹤0.01%
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718
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719
$1.61K ﹤0.01%
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720
$1.6K ﹤0.01%
177
721
$1.59K ﹤0.01%
12
722
$1.58K ﹤0.01%
14
-2
723
$1.58K ﹤0.01%
13
724
$1.58K ﹤0.01%
24
725
$1.58K ﹤0.01%
11
+3
27 28
29
30 31