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
976
$739 ﹤0.01%
+6
977
$739 ﹤0.01%
6
978
$738 ﹤0.01%
15
979
$738 ﹤0.01%
15
980
$738 ﹤0.01%
6
981
$737 ﹤0.01%
19
982
$737 ﹤0.01%
13
983
$735 ﹤0.01%
9
-2
984
$732 ﹤0.01%
12
+4
985
$729 ﹤0.01%
11
-1
986
$729 ﹤0.01%
+15
987
$729 ﹤0.01%
6
988
$722 ﹤0.01%
18
+5
989
$720 ﹤0.01%
6
990
$717 ﹤0.01%
44
991
$715 ﹤0.01%
50
+15
992
$712 ﹤0.01%
6
993
$711 ﹤0.01%
+54
994
$711 ﹤0.01%
13
-8
995
$709 ﹤0.01%
15
996
$708 ﹤0.01%
36
-1
997
$705 ﹤0.01%
6
998
$701 ﹤0.01%
27
999
$700 ﹤0.01%
12
1000
$700 ﹤0.01%
12
38 39
40
41 42