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
1101
$487 ﹤0.01%
13
-2
1102
$486 ﹤0.01%
4
+1
1103
$483 ﹤0.01%
5
1104
$475 ﹤0.01%
29
-3
1105
$470 ﹤0.01%
13
-2
1106
$466 ﹤0.01%
19
1107
$466 ﹤0.01%
5
1108
$465 ﹤0.01%
13
1109
$461 ﹤0.01%
26
1110
$458 ﹤0.01%
6
1111
$457 ﹤0.01%
6
1112
$455 ﹤0.01%
10
+5
1113
$455 ﹤0.01%
16
1114
$450 ﹤0.01%
12
-2
1115
$448 ﹤0.01%
6
1116
$447 ﹤0.01%
11
1117
$444 ﹤0.01%
6
1118
$441 ﹤0.01%
12
1119
$441 ﹤0.01%
14
1120
$438 ﹤0.01%
5
+1
1121
$436 ﹤0.01%
6
-2
1122
$433 ﹤0.01%
2
+1
1123
$431 ﹤0.01%
6
-1
1124
$431 ﹤0.01%
11
1125
$430 ﹤0.01%
3
43 44
45
46 47