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
151
$30.6K ﹤0.01%
405
152
$30.4K ﹤0.01%
27
153
$30K ﹤0.01%
45
154
$29.9K ﹤0.01%
58
-1
155
$29.5K ﹤0.01%
50
156
$29.2K ﹤0.01%
31
157
$29K ﹤0.01%
99
158
$28.9K ﹤0.01%
173
-3
159
$28.8K ﹤0.01%
33
160
$28.2K ﹤0.01%
59
-2
161
$28.2K ﹤0.01%
433
162
$28K ﹤0.01%
446
+3
163
$28K ﹤0.01%
125
164
$27.9K ﹤0.01%
1,093
+415
165
$27.6K ﹤0.01%
45
166
$27.4K ﹤0.01%
1,000
167
$27K ﹤0.01%
1,091
+17
168
$26.9K ﹤0.01%
437
-4
169
$26.6K ﹤0.01%
723
+2
170
$26.1K ﹤0.01%
161
171
$26.1K ﹤0.01%
720
172
$25.8K ﹤0.01%
110
+2
173
$25.2K ﹤0.01%
876
174
$25.1K ﹤0.01%
212
+4
175
$24.2K ﹤0.01%
1,237
5 6
7
8 9