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
801
$1.23K ﹤0.01%
16
802
$1.23K ﹤0.01%
27
803
$1.22K ﹤0.01%
17
804
$1.22K ﹤0.01%
7
805
$1.21K ﹤0.01%
18
-4
806
$1.21K ﹤0.01%
38
-3
807
$1.21K ﹤0.01%
6
808
$1.2K ﹤0.01%
33
-2
809
$1.2K ﹤0.01%
22
810
$1.2K ﹤0.01%
7
-1
811
$1.2K ﹤0.01%
6
+1
812
$1.19K ﹤0.01%
12
-19
813
$1.19K ﹤0.01%
13
+12
814
$1.19K ﹤0.01%
22
+2
815
$1.19K ﹤0.01%
13
816
$1.19K ﹤0.01%
17
817
$1.18K ﹤0.01%
53
-4
818
$1.18K ﹤0.01%
34
-5
819
$1.17K ﹤0.01%
10
820
$1.17K ﹤0.01%
16
+2
821
$1.17K ﹤0.01%
12
-1
822
$1.17K ﹤0.01%
34
823
$1.16K ﹤0.01%
13
824
$1.15K ﹤0.01%
14
+3
825
$1.15K ﹤0.01%
11
31 32
33
34 35