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
1151
$387 ﹤0.01%
41
1152
$383 ﹤0.01%
7
1153
$382 ﹤0.01%
6
+2
1154
$382 ﹤0.01%
3
1155
$381 ﹤0.01%
11
1156
$379 ﹤0.01%
5
+2
1157
$378 ﹤0.01%
2
1158
$378 ﹤0.01%
3
+1
1159
$376 ﹤0.01%
6
1160
$376 ﹤0.01%
13
-5
1161
$373 ﹤0.01%
250
1162
$370 ﹤0.01%
+31
1163
$368 ﹤0.01%
6
+4
1164
$368 ﹤0.01%
8
1165
$367 ﹤0.01%
6
1166
$366 ﹤0.01%
10
1167
$363 ﹤0.01%
5
-2
1168
$363 ﹤0.01%
21
-11
1169
$362 ﹤0.01%
2
-9
1170
$361 ﹤0.01%
32
-7
1171
$359 ﹤0.01%
6
-1
1172
$357 ﹤0.01%
56
-1
1173
$352 ﹤0.01%
6
1174
$352 ﹤0.01%
4
1175
$349 ﹤0.01%
6
45 46
47
48 49