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
826
$1.15K ﹤0.01%
13
+9
827
$1.14K ﹤0.01%
7
-2
828
$1.14K ﹤0.01%
12
829
$1.14K ﹤0.01%
16
830
$1.14K ﹤0.01%
24
+3
831
$1.13K ﹤0.01%
+18
832
$1.13K ﹤0.01%
13
-1
833
$1.12K ﹤0.01%
84
-7
834
$1.12K ﹤0.01%
17
+5
835
$1.12K ﹤0.01%
11
836
$1.12K ﹤0.01%
6
+1
837
$1.12K ﹤0.01%
31
+14
838
$1.12K ﹤0.01%
33
839
$1.11K ﹤0.01%
6
840
$1.1K ﹤0.01%
37
841
$1.1K ﹤0.01%
40
-4
842
$1.1K ﹤0.01%
6
843
$1.1K ﹤0.01%
6
844
$1.09K ﹤0.01%
43
+1
845
$1.09K ﹤0.01%
19
846
$1.09K ﹤0.01%
32
+3
847
$1.09K ﹤0.01%
26
848
$1.09K ﹤0.01%
22
849
$1.08K ﹤0.01%
4
850
$1.08K ﹤0.01%
7
32 33
34
35 36