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
1001
$699 ﹤0.01%
33
-13
1002
$698 ﹤0.01%
13
1003
$697 ﹤0.01%
4
1004
$695 ﹤0.01%
11
-1
1005
$691 ﹤0.01%
3
-1
1006
$689 ﹤0.01%
9
1007
$686 ﹤0.01%
7
1008
$680 ﹤0.01%
9
-2
1009
$673 ﹤0.01%
6
1010
$672 ﹤0.01%
6
1011
$672 ﹤0.01%
5
-1
1012
$668 ﹤0.01%
20
1013
$662 ﹤0.01%
41
1014
$657 ﹤0.01%
16
-3
1015
$653 ﹤0.01%
20
-2
1016
$653 ﹤0.01%
7
1017
$651 ﹤0.01%
20
+6
1018
$650 ﹤0.01%
13
+4
1019
$648 ﹤0.01%
6
1020
$648 ﹤0.01%
25
-1
1021
$647 ﹤0.01%
6
1022
$646 ﹤0.01%
9
-2
1023
$644 ﹤0.01%
6
-1
1024
$639 ﹤0.01%
20
-9
1025
$638 ﹤0.01%
65
39 40
41
42 43