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
501
$2.91K ﹤0.01%
41
-21
502
$2.9K ﹤0.01%
38
+1
503
$2.9K ﹤0.01%
17
+2
504
$2.89K ﹤0.01%
28
-2
505
$2.86K ﹤0.01%
6
+1
506
$2.86K ﹤0.01%
16
507
$2.85K ﹤0.01%
22
-1
508
$2.82K ﹤0.01%
23
+1
509
$2.81K ﹤0.01%
36
+4
510
$2.81K ﹤0.01%
6
511
$2.78K ﹤0.01%
14
512
$2.78K ﹤0.01%
35
-1
513
$2.77K ﹤0.01%
64
+3
514
$2.76K ﹤0.01%
11
+1
515
$2.75K ﹤0.01%
117
-7
516
$2.75K ﹤0.01%
16
+1
517
$2.75K ﹤0.01%
20
+3
518
$2.74K ﹤0.01%
68
+3
519
$2.74K ﹤0.01%
43
+8
520
$2.7K ﹤0.01%
6
521
$2.7K ﹤0.01%
16
-1
522
$2.69K ﹤0.01%
70
-1
523
$2.69K ﹤0.01%
69
+4
524
$2.69K ﹤0.01%
12
+5
525
$2.68K ﹤0.01%
6
19 20
21
22 23