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
1076
$528 ﹤0.01%
15
-1
1077
$527 ﹤0.01%
8
-2
1078
$524 ﹤0.01%
13
1079
$522 ﹤0.01%
11
-8
1080
$520 ﹤0.01%
21
+4
1081
$520 ﹤0.01%
25
1082
$519 ﹤0.01%
21
-29
1083
$513 ﹤0.01%
4
1084
$511 ﹤0.01%
6
1085
$507 ﹤0.01%
39
-8
1086
$505 ﹤0.01%
50
1087
$503 ﹤0.01%
8
1088
$501 ﹤0.01%
4
1089
$501 ﹤0.01%
7
1090
$499 ﹤0.01%
12
1091
$495 ﹤0.01%
4
+1
1092
$495 ﹤0.01%
20
+1
1093
$495 ﹤0.01%
14
1094
$494 ﹤0.01%
10
-1
1095
$494 ﹤0.01%
6
+3
1096
$490 ﹤0.01%
9
+8
1097
$490 ﹤0.01%
8
1098
$490 ﹤0.01%
100
1099
$489 ﹤0.01%
7
-1
1100
$489 ﹤0.01%
6
42 43
44
45 46