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
101
$103K 0.01%
692
+18
102
$103K 0.01%
715
103
$99.6K 0.01%
307
104
$99.6K 0.01%
771
105
$97.7K 0.01%
780
106
$97.5K 0.01%
2,869
-16
107
$96.7K 0.01%
2,973
+17
108
$95.6K 0.01%
461
-20
109
$92.1K 0.01%
780
110
$91.7K 0.01%
6,900
+10
111
$89K 0.01%
418
112
$87.1K 0.01%
125
113
$84.2K 0.01%
1,000
114
$75.9K 0.01%
1,293
115
$73.4K 0.01%
425
116
$73.1K 0.01%
869
-1
117
$72.1K 0.01%
729
118
$72K 0.01%
249
119
$68.2K 0.01%
520
120
$62K 0.01%
200
-9
121
$59.8K 0.01%
165
-9
122
$58.8K 0.01%
1,927
+75
123
$57.8K 0.01%
337
124
$56.9K 0.01%
425
125
$56.6K 0.01%
2,135
3 4
5
6 7