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
1301
$109 ﹤0.01%
22
-17
1302
$108 ﹤0.01%
3
1303
$106 ﹤0.01%
+2
1304
$102 ﹤0.01%
9
-2
1305
$102 ﹤0.01%
8
-3
1306
$102 ﹤0.01%
4
-9
1307
$101 ﹤0.01%
2
1308
$100 ﹤0.01%
4
1309
$98 ﹤0.01%
+6
1310
$96 ﹤0.01%
2
1311
$95 ﹤0.01%
4
1312
$94 ﹤0.01%
+2
1313
$92 ﹤0.01%
16
-7
1314
$91 ﹤0.01%
+1
1315
$86 ﹤0.01%
9
-8
1316
$84 ﹤0.01%
30
1317
$83 ﹤0.01%
+2
1318
$82 ﹤0.01%
3
1319
$78 ﹤0.01%
18
-8
1320
$78 ﹤0.01%
2
1321
$78 ﹤0.01%
10
+6
1322
$76 ﹤0.01%
+10
1323
$74 ﹤0.01%
6
1324
$73 ﹤0.01%
24
1325
$72 ﹤0.01%
1
-2
51 52
53
54 55