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
1351
$39 ﹤0.01%
1
-1
1352
$38 ﹤0.01%
1
1353
$32 ﹤0.01%
16
+14
1354
$32 ﹤0.01%
1
-2
1355
$31 ﹤0.01%
1
-1
1356
$30 ﹤0.01%
3
1357
$27 ﹤0.01%
+2
1358
$25 ﹤0.01%
5
-75
1359
$24 ﹤0.01%
1
1360
$23 ﹤0.01%
4
-1
1361
$22 ﹤0.01%
1
1362
$20 ﹤0.01%
1
-1
1363
$18 ﹤0.01%
1
1364
$17 ﹤0.01%
1
1365
$12 ﹤0.01%
3
1366
$12 ﹤0.01%
1
1367
$12 ﹤0.01%
1
1368
$11 ﹤0.01%
1
1369
$8 ﹤0.01%
3
-7
1370
– –
-4
1371
– –
-176
1372
– –
-19
1373
– –
-3
1374
– –
-29
1375
– –
-108
53 54
55
56 57