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
201
$17.2K ﹤0.01%
52
202
$17.2K ﹤0.01%
235
203
$17.2K ﹤0.01%
41
-94
204
$17.1K ﹤0.01%
537
205
$16.7K ﹤0.01%
96
206
$16.3K ﹤0.01%
326
207
$16.2K ﹤0.01%
97
208
$16.2K ﹤0.01%
218
209
$15.8K ﹤0.01%
273
210
$15.4K ﹤0.01%
313
-12
211
$15.3K ﹤0.01%
139
212
$15.2K ﹤0.01%
227
213
$15K ﹤0.01%
22
214
$15K ﹤0.01%
748
215
$14.9K ﹤0.01%
290
216
$14.8K ﹤0.01%
299
217
$14.8K ﹤0.01%
130
218
$14.7K ﹤0.01%
104
219
$14.2K ﹤0.01%
325
220
$14.1K ﹤0.01%
56
221
$13.9K ﹤0.01%
135
+65
222
$13.9K ﹤0.01%
192
223
$13.9K ﹤0.01%
29
224
$13.5K ﹤0.01%
543
-2
225
$13.4K ﹤0.01%
14
7 8
9
10 11