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
1051
$588 ﹤0.01%
7
1052
$587 ﹤0.01%
13
1053
$574 ﹤0.01%
30
-20
1054
$574 ﹤0.01%
14
-4
1055
$573 ﹤0.01%
7
+1
1056
$573 ﹤0.01%
23
+2
1057
$571 ﹤0.01%
7
-1
1058
$570 ﹤0.01%
18
+5
1059
$568 ﹤0.01%
+4
1060
$565 ﹤0.01%
15
-2
1061
$564 ﹤0.01%
13
+3
1062
$564 ﹤0.01%
71
+70
1063
$562 ﹤0.01%
6
1064
$557 ﹤0.01%
17
1065
$557 ﹤0.01%
13
-1
1066
$550 ﹤0.01%
19
1067
$548 ﹤0.01%
7
+2
1068
$547 ﹤0.01%
23
-5
1069
$541 ﹤0.01%
6
1070
$537 ﹤0.01%
3
-1
1071
$537 ﹤0.01%
7
1072
$531 ﹤0.01%
31
1073
$530 ﹤0.01%
94
1074
$530 ﹤0.01%
4
-2
1075
$530 ﹤0.01%
5
-1
41 42
43
44 45