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
251
$10.9K ﹤0.01%
555
252
$10.9K ﹤0.01%
116
+2
253
$10.8K ﹤0.01%
28
-3
254
$10.8K ﹤0.01%
284
255
$10.8K ﹤0.01%
384
+64
256
$10.8K ﹤0.01%
52
-10
257
$10.8K ﹤0.01%
216
-1
258
$10.8K ﹤0.01%
21
+3
259
$10.7K ﹤0.01%
40
260
$10.6K ﹤0.01%
7
261
$10.6K ﹤0.01%
154
+2
262
$10.5K ﹤0.01%
14
263
$10.5K ﹤0.01%
147
+2
264
$10.5K ﹤0.01%
15
-1
265
$10.4K ﹤0.01%
91
+12
266
$10.3K ﹤0.01%
209
-16
267
$10.2K ﹤0.01%
33
+2
268
$10.2K ﹤0.01%
29
269
$10.1K ﹤0.01%
44
270
$10.1K ﹤0.01%
75
-2
271
$9.89K ﹤0.01%
188
-6
272
$9.88K ﹤0.01%
92
-2
273
$9.83K ﹤0.01%
81
+1
274
$9.77K ﹤0.01%
54
+1
275
$9.68K ﹤0.01%
228
9 10
11
12 13