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
126
$52.2K 0.01%
131
127
$49.8K 0.01%
219
-7
128
$46.9K 0.01%
1,924
+138
129
$46.5K 0.01%
77
+56
130
$45K 0.01%
405
+4
131
$44.2K 0.01%
229
+2
132
$43.8K 0.01%
328
-19
133
$43.8K 0.01%
159
134
$43.7K 0.01%
137
-10
135
$42K ﹤0.01%
424
+4
136
$41.7K ﹤0.01%
604
137
$39.2K ﹤0.01%
569
138
$38.9K ﹤0.01%
280
+1
139
$38.5K ﹤0.01%
276
140
$37.6K ﹤0.01%
240
141
$37.4K ﹤0.01%
76
142
$34.8K ﹤0.01%
120
143
$34.2K ﹤0.01%
98
-2
144
$34.1K ﹤0.01%
800
145
$34.1K ﹤0.01%
267
+3
146
$33.8K ﹤0.01%
137
-2
147
$33K ﹤0.01%
109
148
$32.6K ﹤0.01%
222
149
$32.6K ﹤0.01%
270
150
$32.1K ﹤0.01%
1,000
4 5
6
7 8