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
301
$7.57K ﹤0.01%
670
302
$7.45K ﹤0.01%
41
303
$7.42K ﹤0.01%
2
304
$7.33K ﹤0.01%
148
305
$7.28K ﹤0.01%
100
306
$7.21K ﹤0.01%
73
+4
307
$7.2K ﹤0.01%
33
-2
308
$7.18K ﹤0.01%
19
+2
309
$7.12K ﹤0.01%
78
310
$7.09K ﹤0.01%
76
-1
311
$7K ﹤0.01%
32
-2
312
$6.95K ﹤0.01%
13
+1
313
$6.95K ﹤0.01%
25
314
$6.89K ﹤0.01%
140
+2
315
$6.84K ﹤0.01%
87
316
$6.82K ﹤0.01%
239
317
$6.74K ﹤0.01%
91
+3
318
$6.73K ﹤0.01%
17
-1
319
$6.72K ﹤0.01%
39
+1
320
$6.68K ﹤0.01%
27
+1
321
$6.59K ﹤0.01%
77
322
$6.5K ﹤0.01%
13
-1
323
$6.46K ﹤0.01%
26
324
$6.45K ﹤0.01%
61
+1
325
$6.42K ﹤0.01%
343
11 12
13
14 15