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
351
$5.51K ﹤0.01%
74
+3
352
$5.5K ﹤0.01%
30
353
$5.49K ﹤0.01%
16
354
$5.49K ﹤0.01%
52
-1
355
$5.47K ﹤0.01%
13
356
$5.44K ﹤0.01%
25
+2
357
$5.44K ﹤0.01%
26
358
$5.41K ﹤0.01%
59
-5
359
$5.38K ﹤0.01%
42
-1
360
$5.36K ﹤0.01%
10
361
$5.35K ﹤0.01%
415
-423
362
$5.32K ﹤0.01%
26
363
$5.31K ﹤0.01%
13
+2
364
$5.3K ﹤0.01%
24
365
$5.22K ﹤0.01%
93
+20
366
$5.18K ﹤0.01%
34
+1
367
$5.17K ﹤0.01%
49
368
$5.13K ﹤0.01%
22
+1
369
$5.1K ﹤0.01%
10
+2
370
$5.1K ﹤0.01%
9
+1
371
$5.05K ﹤0.01%
230
372
$5.05K ﹤0.01%
29
-1
373
$5.02K ﹤0.01%
16
374
$4.99K ﹤0.01%
32
-1
375
$4.98K ﹤0.01%
16
-2
13 14
15
16 17