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
926
$857 ﹤0.01%
32
927
$857 ﹤0.01%
17
928
$855 ﹤0.01%
23
+4
929
$849 ﹤0.01%
25
-7
930
$844 ﹤0.01%
10
-1
931
$843 ﹤0.01%
99
-26
932
$841 ﹤0.01%
30
+12
933
$839 ﹤0.01%
6
934
$834 ﹤0.01%
20
-4
935
$827 ﹤0.01%
21
936
$823 ﹤0.01%
6
937
$819 ﹤0.01%
5
938
$817 ﹤0.01%
5
+4
939
$817 ﹤0.01%
6
940
$817 ﹤0.01%
6
+2
941
$817 ﹤0.01%
12
942
$816 ﹤0.01%
11
943
$815 ﹤0.01%
6
-1
944
$814 ﹤0.01%
11
945
$811 ﹤0.01%
5
946
$810 ﹤0.01%
10
+1
947
$808 ﹤0.01%
17
+4
948
$807 ﹤0.01%
40
+6
949
$805 ﹤0.01%
7
950
$803 ﹤0.01%
23
36 37
38
39 40