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
876
$987 ﹤0.01%
23
877
$985 ﹤0.01%
14
-6
878
$982 ﹤0.01%
16
-8
879
$980 ﹤0.01%
11
+1
880
$978 ﹤0.01%
38
881
$975 ﹤0.01%
72
+48
882
$973 ﹤0.01%
12
-3
883
$971 ﹤0.01%
6
884
$971 ﹤0.01%
7
885
$970 ﹤0.01%
53
+5
886
$959 ﹤0.01%
12
887
$959 ﹤0.01%
25
-1
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$958 ﹤0.01%
7
-5
889
$956 ﹤0.01%
9
+3
890
$949 ﹤0.01%
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-2
891
$946 ﹤0.01%
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895
$938 ﹤0.01%
30
-2
896
$928 ﹤0.01%
12
897
$927 ﹤0.01%
13
898
$926 ﹤0.01%
8
899
$924 ﹤0.01%
9
900
$920 ﹤0.01%
12
34 35
36
37 38