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
726
$1.58K ﹤0.01%
10
+4
727
$1.58K ﹤0.01%
36
+3
728
$1.58K ﹤0.01%
31
+21
729
$1.58K ﹤0.01%
25
730
$1.57K ﹤0.01%
22
+2
731
$1.57K ﹤0.01%
8
732
$1.56K ﹤0.01%
71
+3
733
$1.56K ﹤0.01%
6
734
$1.55K ﹤0.01%
75
+6
735
$1.55K ﹤0.01%
30
+5
736
$1.55K ﹤0.01%
12
737
$1.54K ﹤0.01%
+5
738
$1.53K ﹤0.01%
43
-2
739
$1.53K ﹤0.01%
11
740
$1.52K ﹤0.01%
175
-3
741
$1.52K ﹤0.01%
15
742
$1.51K ﹤0.01%
6
743
$1.51K ﹤0.01%
9
+1
744
$1.51K ﹤0.01%
7
745
$1.51K ﹤0.01%
18
+13
746
$1.5K ﹤0.01%
19
-5
747
$1.5K ﹤0.01%
11
-1
748
$1.5K ﹤0.01%
41
+11
749
$1.5K ﹤0.01%
20
750
$1.5K ﹤0.01%
13
28 29
30
31 32