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
1026
$637 ﹤0.01%
12
1027
$636 ﹤0.01%
6
1028
$634 ﹤0.01%
7
1029
$634 ﹤0.01%
19
1030
$633 ﹤0.01%
6
1031
$633 ﹤0.01%
10
1032
$631 ﹤0.01%
22
-4
1033
$631 ﹤0.01%
26
+8
1034
$629 ﹤0.01%
11
+4
1035
$625 ﹤0.01%
8
-1
1036
$625 ﹤0.01%
31
1037
$623 ﹤0.01%
14
1038
$622 ﹤0.01%
25
1039
$620 ﹤0.01%
+5
1040
$619 ﹤0.01%
40
+26
1041
$617 ﹤0.01%
19
1042
$616 ﹤0.01%
15
+2
1043
$609 ﹤0.01%
7
-1
1044
$604 ﹤0.01%
13
+2
1045
$601 ﹤0.01%
33
1046
$600 ﹤0.01%
70
1047
$599 ﹤0.01%
10
1048
$598 ﹤0.01%
5
1049
$594 ﹤0.01%
3
-1
1050
$592 ﹤0.01%
6
40 41
42
43 44