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
426
$3.91K ﹤0.01%
12
+2
427
$3.91K ﹤0.01%
43
-1
428
$3.81K ﹤0.01%
200
429
$3.8K ﹤0.01%
+272
430
$3.79K ﹤0.01%
50
431
$3.77K ﹤0.01%
20
-1
432
$3.75K ﹤0.01%
46
+5
433
$3.72K ﹤0.01%
25
+1
434
$3.67K ﹤0.01%
40
-1
435
$3.67K ﹤0.01%
47
436
$3.66K ﹤0.01%
5
+3
437
$3.64K ﹤0.01%
15
438
$3.63K ﹤0.01%
+63
439
$3.62K ﹤0.01%
47
+2
440
$3.62K ﹤0.01%
31
+1
441
$3.59K ﹤0.01%
13
442
$3.59K ﹤0.01%
20
+1
443
$3.59K ﹤0.01%
7
444
$3.57K ﹤0.01%
22
-1
445
$3.56K ﹤0.01%
6
446
$3.55K ﹤0.01%
28
447
$3.55K ﹤0.01%
103
+3
448
$3.54K ﹤0.01%
23
+1
449
$3.53K ﹤0.01%
12
450
$3.53K ﹤0.01%
63
16 17
18
19 20