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
551
$2.47K ﹤0.01%
8
+2
552
$2.45K ﹤0.01%
10
-2
553
$2.44K ﹤0.01%
18
554
$2.43K ﹤0.01%
7
555
$2.42K ﹤0.01%
5
-1
556
$2.41K ﹤0.01%
25
+5
557
$2.41K ﹤0.01%
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558
$2.4K ﹤0.01%
19
-1
559
$2.4K ﹤0.01%
19
560
$2.4K ﹤0.01%
23
-3
561
$2.39K ﹤0.01%
23
-1
562
$2.39K ﹤0.01%
23
-1
563
$2.38K ﹤0.01%
7
564
$2.37K ﹤0.01%
26
565
$2.37K ﹤0.01%
42
566
$2.37K ﹤0.01%
15
+2
567
$2.37K ﹤0.01%
7
568
$2.36K ﹤0.01%
24
+5
569
$2.36K ﹤0.01%
39
+2
570
$2.35K ﹤0.01%
7
571
$2.35K ﹤0.01%
15
572
$2.35K ﹤0.01%
2
573
$2.34K ﹤0.01%
13
574
$2.33K ﹤0.01%
43
-4
575
$2.31K ﹤0.01%
45
+6
21 22
23
24 25