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
326
$6.38K ﹤0.01%
71
+36
327
$6.38K ﹤0.01%
17
328
$6.35K ﹤0.01%
32
+1
329
$6.34K ﹤0.01%
50
+1
330
$6.33K ﹤0.01%
26
331
$6.24K ﹤0.01%
31
+1
332
$6.18K ﹤0.01%
28
+1
333
$6.13K ﹤0.01%
16
334
$6.02K ﹤0.01%
12
-1
335
$5.99K ﹤0.01%
63
-1
336
$5.92K ﹤0.01%
24
-3
337
$5.91K ﹤0.01%
57
338
$5.88K ﹤0.01%
101
-59,987
339
$5.88K ﹤0.01%
19
+1
340
$5.88K ﹤0.01%
35
341
$5.86K ﹤0.01%
49
-5
342
$5.84K ﹤0.01%
67
-5
343
$5.82K ﹤0.01%
496
+14
344
$5.79K ﹤0.01%
21
-1
345
$5.65K ﹤0.01%
100
346
$5.63K ﹤0.01%
134
-2
347
$5.61K ﹤0.01%
44
+7
348
$5.6K ﹤0.01%
175
349
$5.58K ﹤0.01%
70
-8
350
$5.55K ﹤0.01%
34
-1
12 13
14
15 16