DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.82M
3
+$1.66M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.36M
5
CWAN icon
Clearwater Analytics
CWAN
+$1.25M

Top Sells

1
+$3.5M
2
+$2.56M
3
+$1.36M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$494K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$473K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.45%
3 Financials 0.43%
4 Industrials 0.26%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.9K ﹤0.01%
175
227
$12.6K ﹤0.01%
45
-1
228
$12.6K ﹤0.01%
201
229
$12.5K ﹤0.01%
27
230
$12.4K ﹤0.01%
434
231
$12.3K ﹤0.01%
139
232
$12.3K ﹤0.01%
135
233
$12.2K ﹤0.01%
26
234
$12K ﹤0.01%
132
235
$11.9K ﹤0.01%
61
-1
236
$11.9K ﹤0.01%
1,222
237
$11.8K ﹤0.01%
189
238
$11.8K ﹤0.01%
192
239
$11.7K ﹤0.01%
1,079
+69
240
$11.5K ﹤0.01%
557
-50
241
$11.4K ﹤0.01%
103
-4
242
$11.4K ﹤0.01%
+70
243
$11.3K ﹤0.01%
116
-3
244
$11.2K ﹤0.01%
47
-2
245
$11.1K ﹤0.01%
25
-1
246
$11.1K ﹤0.01%
545
+17
247
$11K ﹤0.01%
39
+1
248
$11K ﹤0.01%
15
-1
249
$11K ﹤0.01%
6
250
$10.9K ﹤0.01%
110
8 9
10
11 12