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
476
$3.12K ﹤0.01%
17
-1
477
$3.12K ﹤0.01%
37
478
$3.11K ﹤0.01%
25
+3
479
$3.1K ﹤0.01%
18
+4
480
$3.1K ﹤0.01%
12
-1
481
$3.08K ﹤0.01%
17
-1
482
$3.08K ﹤0.01%
130
+15
483
$3.08K ﹤0.01%
37
484
$3.08K ﹤0.01%
31
485
$3.07K ﹤0.01%
12
486
$3.07K ﹤0.01%
12
487
$3.06K ﹤0.01%
6
488
$3.02K ﹤0.01%
42
-6
489
$3.01K ﹤0.01%
11
-1
490
$2.99K ﹤0.01%
36
+1
491
$2.99K ﹤0.01%
29
+5
492
$2.99K ﹤0.01%
27
+1
493
$2.98K ﹤0.01%
84
+15
494
$2.98K ﹤0.01%
81
495
$2.97K ﹤0.01%
30
-2
496
$2.95K ﹤0.01%
18
-1
497
$2.94K ﹤0.01%
47
+2
498
$2.94K ﹤0.01%
26
499
$2.92K ﹤0.01%
12
500
$2.91K ﹤0.01%
76
-7
18 19
20
21 22