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
401
$4.31K ﹤0.01%
13
402
$4.31K ﹤0.01%
16
+2
403
$4.29K ﹤0.01%
100
404
$4.29K ﹤0.01%
36
-2
405
$4.29K ﹤0.01%
8
406
$4.28K ﹤0.01%
12
407
$4.28K ﹤0.01%
26
408
$4.27K ﹤0.01%
64
409
$4.24K ﹤0.01%
50
410
$4.23K ﹤0.01%
12
411
$4.19K ﹤0.01%
57
-2
412
$4.15K ﹤0.01%
26
+3
413
$4.14K ﹤0.01%
60
414
$4.14K ﹤0.01%
52
415
$4.13K ﹤0.01%
17
416
$4.11K ﹤0.01%
11
-1
417
$4.1K ﹤0.01%
33
-2
418
$4.09K ﹤0.01%
33
-1
419
$4.04K ﹤0.01%
7
420
$4.03K ﹤0.01%
88
+41
421
$4.02K ﹤0.01%
130
-1
422
$4.01K ﹤0.01%
7
423
$4K ﹤0.01%
93
-7
424
$3.96K ﹤0.01%
75
-3
425
$3.94K ﹤0.01%
44
+3
15 16
17
18 19