DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
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
DFNM icon
26
Dimensional National Municipal Bond ETF
DFNM
$1.68B
$3.35M 0.4%
70,628
-722
AAPL icon
27
Apple
AAPL
$3.7T
$2.7M 0.32%
13,156
+859
MCD icon
28
McDonald's
MCD
$218B
$2.2M 0.26%
7,529
+14
DFSU icon
29
Dimensional US Sustainability Core 1 ETF
DFSU
$1.69B
$2.06M 0.24%
52,428
+1,347
MSFT icon
30
Microsoft
MSFT
$3.82T
$2.03M 0.24%
4,079
-691
IBM icon
31
IBM
IBM
$262B
$1.74M 0.21%
5,910
+2
DFIS icon
32
Dimensional International Small Cap ETF
DFIS
$3.96B
$1.56M 0.19%
52,366
-3,332
NVDA icon
33
NVIDIA
NVDA
$4.38T
$1.35M 0.16%
8,516
+101
CWAN icon
34
Clearwater Analytics
CWAN
$5.28B
$1.25M 0.15%
+57,000
DFSI icon
35
Dimensional International Sustainability Core 1 ETF
DFSI
$829M
$1.18M 0.14%
29,986
+116
DFAR icon
36
Dimensional US Real Estate ETF
DFAR
$1.41B
$956K 0.11%
40,737
-14,009
VUG icon
37
Vanguard Growth ETF
VUG
$195B
$922K 0.11%
2,102
VB icon
38
Vanguard Small-Cap ETF
VB
$67.9B
$826K 0.1%
3,864
OUNZ icon
39
VanEck Merk Gold Trust
OUNZ
$2.31B
$813K 0.1%
25,480
+14,556
EQT icon
40
EQT Corp
EQT
$34.6B
$795K 0.09%
13,625
-1
VEU icon
41
Vanguard FTSE All-World ex-US ETF
VEU
$50.8B
$779K 0.09%
11,595
IWD icon
42
iShares Russell 1000 Value ETF
IWD
$64.7B
$769K 0.09%
3,958
VONV icon
43
Vanguard Russell 1000 Value ETF
VONV
$13.7B
$759K 0.09%
8,904
VOO icon
44
Vanguard S&P 500 ETF
VOO
$757B
$758K 0.09%
1,335
-133
ORCL icon
45
Oracle
ORCL
$866B
$740K 0.09%
3,385
+7
DFAI icon
46
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$730K 0.09%
21,124
+218
WSBC icon
47
WesBanco
WSBC
$3.15B
$722K 0.09%
22,814
-75
QQQ icon
48
Invesco QQQ Trust
QQQ
$383B
$714K 0.08%
1,295
TOST icon
49
Toast
TOST
$21.7B
$666K 0.08%
15,042
+15,018
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.07T
$624K 0.07%
1,285
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