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
526
$2.67K ﹤0.01%
57
-3
527
$2.65K ﹤0.01%
6
528
$2.65K ﹤0.01%
80
+3
529
$2.64K ﹤0.01%
11
-2
530
$2.63K ﹤0.01%
38
+3
531
$2.63K ﹤0.01%
81
+12
532
$2.62K ﹤0.01%
6
533
$2.6K ﹤0.01%
59
+8
534
$2.6K ﹤0.01%
22
-3
535
$2.59K ﹤0.01%
14
536
$2.58K ﹤0.01%
34
+4
537
$2.58K ﹤0.01%
26
+22
538
$2.57K ﹤0.01%
32
+1
539
$2.57K ﹤0.01%
13
540
$2.56K ﹤0.01%
40
-3
541
$2.55K ﹤0.01%
13
542
$2.54K ﹤0.01%
124
+14
543
$2.52K ﹤0.01%
28
544
$2.51K ﹤0.01%
22
-1
545
$2.51K ﹤0.01%
56
-3
546
$2.5K ﹤0.01%
33
547
$2.49K ﹤0.01%
14
+2
548
$2.48K ﹤0.01%
15
-3
549
$2.48K ﹤0.01%
23
550
$2.48K ﹤0.01%
89
20 21
22
23 24