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
1226
$268 ﹤0.01%
6
1227
$267 ﹤0.01%
8
1228
$265 ﹤0.01%
2
1229
$265 ﹤0.01%
8
1230
$265 ﹤0.01%
38
+7
1231
$263 ﹤0.01%
9
+1
1232
$263 ﹤0.01%
7
+4
1233
$262 ﹤0.01%
15
+2
1234
$258 ﹤0.01%
17
-6
1235
$251 ﹤0.01%
+23
1236
$249 ﹤0.01%
8
1237
$247 ﹤0.01%
19
1238
$247 ﹤0.01%
11
1239
$244 ﹤0.01%
10
-10
1240
$244 ﹤0.01%
19
+9
1241
$243 ﹤0.01%
4
-9
1242
$243 ﹤0.01%
28
-20
1243
$242 ﹤0.01%
6
1244
$242 ﹤0.01%
9
-3
1245
$241 ﹤0.01%
6
1246
$236 ﹤0.01%
9
+2
1247
$234 ﹤0.01%
4
1248
$233 ﹤0.01%
18
-2
1249
$231 ﹤0.01%
43
-8
1250
$228 ﹤0.01%
6
+3
48 49
50
51 52