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
601
$2.1K ﹤0.01%
6
602
$2.09K ﹤0.01%
9
603
$2.09K ﹤0.01%
9
604
$2.09K ﹤0.01%
32
+4
605
$2.08K ﹤0.01%
12
+1
606
$2.07K ﹤0.01%
24
-1
607
$2.04K ﹤0.01%
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-2
608
$2.04K ﹤0.01%
25
609
$2.03K ﹤0.01%
13
610
$2.03K ﹤0.01%
29
-1
611
$2.02K ﹤0.01%
14
-2
612
$2.01K ﹤0.01%
48
+6
613
$2.01K ﹤0.01%
25
+9
614
$2.01K ﹤0.01%
13
+2
615
$2K ﹤0.01%
11
-2
616
$2K ﹤0.01%
19
+2
617
$2K ﹤0.01%
14
618
$1.99K ﹤0.01%
12
619
$1.97K ﹤0.01%
15
+4
620
$1.97K ﹤0.01%
6
621
$1.97K ﹤0.01%
32
-1
622
$1.96K ﹤0.01%
6
623
$1.96K ﹤0.01%
+1
624
$1.96K ﹤0.01%
49
625
$1.94K ﹤0.01%
6
+1
23 24
25
26 27