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
1126
$427 ﹤0.01%
18
-7
1127
$426 ﹤0.01%
5
-4
1128
$424 ﹤0.01%
20
-5
1129
$421 ﹤0.01%
10
1130
$420 ﹤0.01%
6
+5
1131
$419 ﹤0.01%
26
-4
1132
$418 ﹤0.01%
8
+4
1133
$411 ﹤0.01%
5
1134
$409 ﹤0.01%
6
1135
$407 ﹤0.01%
11
-1
1136
$405 ﹤0.01%
28
-28
1137
$405 ﹤0.01%
17
1138
$404 ﹤0.01%
8
-5
1139
$403 ﹤0.01%
6
1140
$403 ﹤0.01%
7
1141
$399 ﹤0.01%
16
1142
$396 ﹤0.01%
6
1143
$396 ﹤0.01%
37
+8
1144
$393 ﹤0.01%
6
1145
$393 ﹤0.01%
+5
1146
$392 ﹤0.01%
12
+2
1147
$392 ﹤0.01%
26
-17
1148
$392 ﹤0.01%
6
1149
$391 ﹤0.01%
10
+7
1150
$387 ﹤0.01%
5
44 45
46
47 48