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
1276
$170 ﹤0.01%
6
1277
$168 ﹤0.01%
+1
1278
$167 ﹤0.01%
15
+7
1279
$167 ﹤0.01%
4
1280
$165 ﹤0.01%
+2
1281
$164 ﹤0.01%
3
-1
1282
$162 ﹤0.01%
3
1283
$159 ﹤0.01%
19
+14
1284
$154 ﹤0.01%
+1
1285
$148 ﹤0.01%
4
1286
$148 ﹤0.01%
37
1287
$147 ﹤0.01%
7
1288
$146 ﹤0.01%
5
1289
$135 ﹤0.01%
10
-1
1290
$132 ﹤0.01%
3
+1
1291
$128 ﹤0.01%
2
-2
1292
$127 ﹤0.01%
10
1293
$127 ﹤0.01%
1
-1
1294
$126 ﹤0.01%
2
1295
$124 ﹤0.01%
4
-6
1296
$122 ﹤0.01%
4
-1
1297
$119 ﹤0.01%
14
1298
$114 ﹤0.01%
2
-1
1299
$113 ﹤0.01%
8
+7
1300
$112 ﹤0.01%
4
+2
50 51
52
53 54