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
576
$2.31K ﹤0.01%
6
+2
577
$2.31K ﹤0.01%
29
-1
578
$2.3K ﹤0.01%
16
+1
579
$2.29K ﹤0.01%
22
+3
580
$2.28K ﹤0.01%
13
-1
581
$2.25K ﹤0.01%
13
582
$2.25K ﹤0.01%
12
-1
583
$2.23K ﹤0.01%
68
+9
584
$2.21K ﹤0.01%
23
585
$2.21K ﹤0.01%
23
+1
586
$2.21K ﹤0.01%
87
-2
587
$2.2K ﹤0.01%
22
588
$2.2K ﹤0.01%
7
589
$2.2K ﹤0.01%
7
590
$2.19K ﹤0.01%
126
-3
591
$2.19K ﹤0.01%
34
-1
592
$2.19K ﹤0.01%
40
-4
593
$2.17K ﹤0.01%
1,000
594
$2.17K ﹤0.01%
32
+4
595
$2.16K ﹤0.01%
12
596
$2.13K ﹤0.01%
38
+8
597
$2.12K ﹤0.01%
39
+1
598
$2.12K ﹤0.01%
13
+4
599
$2.11K ﹤0.01%
31
-4
600
$2.1K ﹤0.01%
4
-3
22 23
24
25 26