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
451
$3.52K ﹤0.01%
50
452
$3.51K ﹤0.01%
33
453
$3.5K ﹤0.01%
27
454
$3.48K ﹤0.01%
23
455
$3.48K ﹤0.01%
62
-1
456
$3.47K ﹤0.01%
12
457
$3.46K ﹤0.01%
77
458
$3.46K ﹤0.01%
12
459
$3.45K ﹤0.01%
12
+1
460
$3.43K ﹤0.01%
34
461
$3.41K ﹤0.01%
13
-1
462
$3.4K ﹤0.01%
37
463
$3.37K ﹤0.01%
13
+2
464
$3.31K ﹤0.01%
36
+8
465
$3.29K ﹤0.01%
6
466
$3.28K ﹤0.01%
11
+5
467
$3.24K ﹤0.01%
14
+1
468
$3.23K ﹤0.01%
39
-1
469
$3.23K ﹤0.01%
55
-1,897
470
$3.21K ﹤0.01%
109
-5
471
$3.2K ﹤0.01%
30
+2
472
$3.17K ﹤0.01%
18
+2
473
$3.16K ﹤0.01%
23
474
$3.15K ﹤0.01%
173
-16
475
$3.13K ﹤0.01%
40
+4
17 18
19
20 21