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
901
$920 ﹤0.01%
5
-1
902
$919 ﹤0.01%
10
903
$916 ﹤0.01%
12
904
$915 ﹤0.01%
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+17
905
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69
+29
906
$912 ﹤0.01%
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-2
907
$906 ﹤0.01%
31
-1
908
$903 ﹤0.01%
10
909
$900 ﹤0.01%
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+1
910
$899 ﹤0.01%
6
911
$898 ﹤0.01%
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-2
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$896 ﹤0.01%
15
+4
913
$896 ﹤0.01%
12
+10
914
$894 ﹤0.01%
32
-3
915
$892 ﹤0.01%
19
916
$890 ﹤0.01%
5
-1
917
$887 ﹤0.01%
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-1
918
$886 ﹤0.01%
12
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919
$883 ﹤0.01%
48
920
$878 ﹤0.01%
13
-7
921
$875 ﹤0.01%
13
922
$869 ﹤0.01%
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-4
923
$867 ﹤0.01%
10
924
$866 ﹤0.01%
6
925
$860 ﹤0.01%
6
35 36
37
38 39