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
1326
$71 ﹤0.01%
3
1327
$71 ﹤0.01%
11
1328
$68 ﹤0.01%
2
-2
1329
$65 ﹤0.01%
13
-4
1330
$64 ﹤0.01%
2
1331
$64 ﹤0.01%
1
1332
$63 ﹤0.01%
3
1333
$63 ﹤0.01%
2
1334
$61 ﹤0.01%
2
1335
$61 ﹤0.01%
1
1336
$59 ﹤0.01%
1
1337
$57 ﹤0.01%
1
1338
$57 ﹤0.01%
1
1339
$56 ﹤0.01%
5
1340
$55 ﹤0.01%
1
1341
$55 ﹤0.01%
1
-5
1342
$54 ﹤0.01%
2
1343
$52 ﹤0.01%
2
-4
1344
$51 ﹤0.01%
2
1345
$50 ﹤0.01%
2
1346
$47 ﹤0.01%
1
-4
1347
$46 ﹤0.01%
2
1348
$46 ﹤0.01%
5
1349
$43 ﹤0.01%
1
1350
$41 ﹤0.01%
3
52 53
54
55 56