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
76
$205K 0.02%
1,476
77
$196K 0.02%
4,435
-23
78
$195K 0.02%
4,646
+206
79
$191K 0.02%
4,804
+175
80
$185K 0.02%
1,010
81
$179K 0.02%
2,880
82
$166K 0.02%
717
83
$165K 0.02%
1,886
-6
84
$151K 0.02%
1,105
-1
85
$146K 0.02%
491
+4
86
$139K 0.02%
3,090
87
$135K 0.02%
750
-2
88
$135K 0.02%
324
89
$129K 0.01%
423
90
$122K 0.01%
406
91
$118K 0.01%
751
-5
92
$115K 0.01%
868
+1
93
$114K 0.01%
707
+16
94
$113K 0.01%
329
95
$112K 0.01%
2,217
96
$112K 0.01%
318
-2
97
$111K 0.01%
628
-31
98
$110K 0.01%
514
-97
99
$106K 0.01%
703
100
$104K 0.01%
496
2 3
4
5 6