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
276
$9.41K ﹤0.01%
73
+1
277
$9.39K ﹤0.01%
36
278
$9.24K ﹤0.01%
75
-8
279
$9.21K ﹤0.01%
55
+3
280
$9.06K ﹤0.01%
+50
281
$9.02K ﹤0.01%
106
-3
282
$8.96K ﹤0.01%
17
283
$8.95K ﹤0.01%
206
-3
284
$8.94K ﹤0.01%
200
285
$8.87K ﹤0.01%
433
286
$8.69K ﹤0.01%
39
-1
287
$8.56K ﹤0.01%
95
-10
288
$8.52K ﹤0.01%
184
-18
289
$8.51K ﹤0.01%
53
290
$8.49K ﹤0.01%
21
-2
291
$8.37K ﹤0.01%
125
+2
292
$8.32K ﹤0.01%
8
293
$8.19K ﹤0.01%
80
-2
294
$7.92K ﹤0.01%
58
295
$7.8K ﹤0.01%
103
+2
296
$7.79K ﹤0.01%
66
297
$7.78K ﹤0.01%
34
298
$7.75K ﹤0.01%
40
-4
299
$7.61K ﹤0.01%
14
300
$7.59K ﹤0.01%
72
+2
10 11
12
13 14