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
776
$1.4K ﹤0.01%
25
-3
777
$1.4K ﹤0.01%
49
-1
778
$1.39K ﹤0.01%
121
+27
779
$1.37K ﹤0.01%
7
780
$1.36K ﹤0.01%
6
781
$1.35K ﹤0.01%
15
+2
782
$1.34K ﹤0.01%
34
-2
783
$1.34K ﹤0.01%
46
-4
784
$1.32K ﹤0.01%
12
-1
785
$1.32K ﹤0.01%
18
786
$1.32K ﹤0.01%
12
787
$1.32K ﹤0.01%
29
788
$1.32K ﹤0.01%
16
-1
789
$1.31K ﹤0.01%
6
790
$1.31K ﹤0.01%
17
+2
791
$1.31K ﹤0.01%
25
792
$1.3K ﹤0.01%
6
793
$1.29K ﹤0.01%
13
794
$1.28K ﹤0.01%
+29
795
$1.28K ﹤0.01%
55
796
$1.27K ﹤0.01%
24
+1
797
$1.26K ﹤0.01%
25
-2
798
$1.26K ﹤0.01%
5
799
$1.25K ﹤0.01%
19
+2
800
$1.25K ﹤0.01%
18
30 31
32
33 34