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
176
$23.9K ﹤0.01%
2,056
-8
177
$23.9K ﹤0.01%
228
178
$23.5K ﹤0.01%
146
+2
179
$23K ﹤0.01%
822
+4
180
$22.7K ﹤0.01%
910
181
$21.5K ﹤0.01%
84
-2
182
$21.3K ﹤0.01%
187
183
$21.1K ﹤0.01%
316
184
$21.1K ﹤0.01%
100
185
$20.7K ﹤0.01%
129
+5
186
$20.5K ﹤0.01%
600
187
$20.5K ﹤0.01%
270
188
$20.4K ﹤0.01%
558
-1
189
$20.2K ﹤0.01%
278
190
$20.2K ﹤0.01%
62
191
$20K ﹤0.01%
151
-4
192
$18.6K ﹤0.01%
25
193
$18.6K ﹤0.01%
135
194
$18.4K ﹤0.01%
116
195
$18.1K ﹤0.01%
1,297
196
$18.1K ﹤0.01%
100
197
$17.9K ﹤0.01%
69
-7
198
$17.6K ﹤0.01%
75
199
$17.5K ﹤0.01%
550
200
$17.4K ﹤0.01%
558
+124
6 7
8
9 10