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
751
$1.5K ﹤0.01%
21
-1
752
$1.49K ﹤0.01%
66
+4
753
$1.49K ﹤0.01%
52
-26
754
$1.48K ﹤0.01%
31
+2
755
$1.48K ﹤0.01%
97
-29
756
$1.48K ﹤0.01%
8
757
$1.48K ﹤0.01%
9
-2
758
$1.48K ﹤0.01%
12
759
$1.48K ﹤0.01%
22
+1
760
$1.47K ﹤0.01%
6
761
$1.47K ﹤0.01%
44
+9
762
$1.47K ﹤0.01%
14
763
$1.46K ﹤0.01%
33
764
$1.46K ﹤0.01%
24
765
$1.44K ﹤0.01%
23
+1
766
$1.44K ﹤0.01%
18
767
$1.44K ﹤0.01%
11
-1
768
$1.43K ﹤0.01%
78
+44
769
$1.43K ﹤0.01%
32
770
$1.42K ﹤0.01%
19
-2
771
$1.42K ﹤0.01%
62
-1
772
$1.41K ﹤0.01%
14
773
$1.41K ﹤0.01%
12
774
$1.41K ﹤0.01%
7
-1
775
$1.4K ﹤0.01%
9
+2
29 30
31
32 33