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
1251
$226 ﹤0.01%
1
-1
1252
$223 ﹤0.01%
4
-8
1253
$222 ﹤0.01%
3
1254
$220 ﹤0.01%
3
1255
$218 ﹤0.01%
6
1256
$213 ﹤0.01%
7
-6
1257
$211 ﹤0.01%
22
1258
$211 ﹤0.01%
14
-2
1259
$210 ﹤0.01%
5
1260
$210 ﹤0.01%
5
-3
1261
$209 ﹤0.01%
33
-2
1262
$204 ﹤0.01%
7
-36
1263
$203 ﹤0.01%
6
1264
$199 ﹤0.01%
4
1265
$199 ﹤0.01%
8
-1
1266
$197 ﹤0.01%
12
1267
$193 ﹤0.01%
3
1268
$192 ﹤0.01%
4
1269
$188 ﹤0.01%
10
-4
1270
$183 ﹤0.01%
5
1271
$182 ﹤0.01%
+3
1272
$182 ﹤0.01%
2
1273
$180 ﹤0.01%
60
+6
1274
$179 ﹤0.01%
5
-2
1275
$172 ﹤0.01%
1
49 50
51
52 53