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
951
$802 ﹤0.01%
7
952
$800 ﹤0.01%
7
-3
953
$799 ﹤0.01%
33
954
$798 ﹤0.01%
6
955
$790 ﹤0.01%
34
+9
956
$789 ﹤0.01%
11
+1
957
$789 ﹤0.01%
15
+3
958
$785 ﹤0.01%
9
+1
959
$784 ﹤0.01%
20
960
$783 ﹤0.01%
29
961
$783 ﹤0.01%
24
-13
962
$783 ﹤0.01%
10
-2
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$777 ﹤0.01%
+29
964
$772 ﹤0.01%
6
965
$772 ﹤0.01%
17
966
$769 ﹤0.01%
8
+2
967
$765 ﹤0.01%
29
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968
$757 ﹤0.01%
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-4
969
$754 ﹤0.01%
26
+5
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$749 ﹤0.01%
15
-1
971
$748 ﹤0.01%
11
+5
972
$748 ﹤0.01%
13
+1
973
$747 ﹤0.01%
55
+2
974
$744 ﹤0.01%
11
-1
975
$742 ﹤0.01%
11
+5
37 38
39
40 41