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
26
$3.35M 0.4%
70,628
-722
27
$2.7M 0.32%
13,156
+859
28
$2.2M 0.26%
7,529
+14
29
$2.06M 0.24%
52,428
+1,347
30
$2.03M 0.24%
4,079
-691
31
$1.74M 0.21%
5,910
+2
32
$1.56M 0.19%
52,366
-3,332
33
$1.35M 0.16%
8,516
+101
34
$1.25M 0.15%
+57,000
35
$1.18M 0.14%
29,986
+116
36
$956K 0.11%
40,737
-14,009
37
$922K 0.11%
2,102
38
$826K 0.1%
3,864
39
$813K 0.1%
25,480
+14,556
40
$795K 0.09%
13,625
-1
41
$779K 0.09%
11,595
42
$769K 0.09%
3,958
43
$759K 0.09%
8,904
44
$758K 0.09%
1,335
-133
45
$740K 0.09%
3,385
+7
46
$730K 0.09%
21,124
+218
47
$722K 0.09%
22,814
-75
48
$714K 0.08%
1,295
49
$666K 0.08%
15,042
+15,018
50
$624K 0.07%
1,285
1
2
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