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
1176
$346 ﹤0.01%
10
+2
1177
$346 ﹤0.01%
6
1178
$345 ﹤0.01%
13
1179
$345 ﹤0.01%
82
1180
$344 ﹤0.01%
12
-6
1181
$340 ﹤0.01%
4
+3
1182
$340 ﹤0.01%
6
1183
$339 ﹤0.01%
6
-3
1184
$336 ﹤0.01%
11
-6
1185
$331 ﹤0.01%
+24
1186
$330 ﹤0.01%
11
-15
1187
$329 ﹤0.01%
60
+22
1188
$329 ﹤0.01%
1
1189
$328 ﹤0.01%
7
1190
$328 ﹤0.01%
11
1191
$323 ﹤0.01%
5
1192
$323 ﹤0.01%
6
1193
$319 ﹤0.01%
22
1194
$312 ﹤0.01%
+12
1195
$312 ﹤0.01%
3
1196
$311 ﹤0.01%
3
+1
1197
$311 ﹤0.01%
5
1198
$310 ﹤0.01%
12
-10
1199
$310 ﹤0.01%
22
1200
$308 ﹤0.01%
5
+4
46 47
48
49 50