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
51
$538K 0.06%
10,222
-1,165
52
$515K 0.06%
8,604
-1
53
$503K 0.06%
776
54
$488K 0.06%
2,669
55
$477K 0.05%
2,308
56
$456K 0.05%
2,489
+4
57
$444K 0.05%
4,206
+2
58
$444K 0.05%
1,938
-4
59
$342K 0.04%
1,024
-3
60
$309K 0.04%
519
61
$307K 0.03%
2,687
-10
62
$306K 0.03%
1,301
63
$302K 0.03%
6,193
64
$298K 0.03%
4,139
65
$290K 0.03%
396
+1
66
$290K 0.03%
1,665
67
$262K 0.03%
8,945
-14
68
$258K 0.03%
3,965
69
$235K 0.03%
1,442
+11
70
$226K 0.03%
1,063
+4
71
$223K 0.03%
2,325
72
$223K 0.03%
1,940
73
$221K 0.03%
299
74
$214K 0.02%
831
+1
75
$208K 0.02%
717
1 2
3
4 5