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
376
$4.97K ﹤0.01%
6
377
$4.93K ﹤0.01%
20
+1
378
$4.92K ﹤0.01%
18
379
$4.91K ﹤0.01%
14
+2
380
$4.89K ﹤0.01%
10
-1
381
$4.85K ﹤0.01%
35
382
$4.81K ﹤0.01%
76
383
$4.81K ﹤0.01%
22
-1
384
$4.8K ﹤0.01%
1,000
385
$4.75K ﹤0.01%
31
386
$4.74K ﹤0.01%
24
-3
387
$4.59K ﹤0.01%
22
+1
388
$4.58K ﹤0.01%
21
+1
389
$4.55K ﹤0.01%
27
-1
390
$4.55K ﹤0.01%
50
+1
391
$4.51K ﹤0.01%
31
+1
392
$4.5K ﹤0.01%
25
393
$4.48K ﹤0.01%
32
394
$4.44K ﹤0.01%
146
-3
395
$4.44K ﹤0.01%
55
+2
396
$4.42K ﹤0.01%
90
-1
397
$4.38K ﹤0.01%
59
+6
398
$4.38K ﹤0.01%
13
399
$4.33K ﹤0.01%
53
-4
400
$4.32K ﹤0.01%
39
+1
14 15
16
17 18