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
1201
$307 ﹤0.01%
5
-3
1202
$305 ﹤0.01%
7
1203
$304 ﹤0.01%
5
+1
1204
$303 ﹤0.01%
6
1205
$299 ﹤0.01%
8
-6
1206
$298 ﹤0.01%
5
-1
1207
$295 ﹤0.01%
16
-5
1208
$294 ﹤0.01%
+6
1209
$293 ﹤0.01%
3
1210
$293 ﹤0.01%
7
-3
1211
$292 ﹤0.01%
5
1212
$291 ﹤0.01%
5
-2
1213
$289 ﹤0.01%
9
-2
1214
$288 ﹤0.01%
29
-3
1215
$285 ﹤0.01%
+12
1216
$284 ﹤0.01%
17
-2
1217
$282 ﹤0.01%
6
-1
1218
$282 ﹤0.01%
5
-3
1219
$280 ﹤0.01%
10
-3
1220
$279 ﹤0.01%
13
-2
1221
$278 ﹤0.01%
6
-1
1222
$276 ﹤0.01%
71
-19
1223
$274 ﹤0.01%
1
1224
$274 ﹤0.01%
4
-1
1225
$273 ﹤0.01%
5
-3
47 48
49
50 51