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
851
$1.08K ﹤0.01%
17
+1
852
$1.08K ﹤0.01%
13
-6
853
$1.08K ﹤0.01%
6
854
$1.07K ﹤0.01%
20
855
$1.07K ﹤0.01%
64
856
$1.07K ﹤0.01%
6
857
$1.07K ﹤0.01%
6
858
$1.06K ﹤0.01%
8
859
$1.06K ﹤0.01%
6
+1
860
$1.06K ﹤0.01%
12
861
$1.06K ﹤0.01%
12
862
$1.05K ﹤0.01%
18
-7
863
$1.05K ﹤0.01%
20
+1
864
$1.05K ﹤0.01%
24
-2
865
$1.05K ﹤0.01%
41
866
$1.05K ﹤0.01%
15
867
$1.05K ﹤0.01%
7
+1
868
$1.04K ﹤0.01%
12
869
$1.01K ﹤0.01%
6
870
$1.01K ﹤0.01%
500
871
$1.01K ﹤0.01%
16
872
$998 ﹤0.01%
31
+11
873
$994 ﹤0.01%
34
+9
874
$990 ﹤0.01%
28
875
$987 ﹤0.01%
16
-1
33 34
35
36 37