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
626
$1.93K ﹤0.01%
11
+2
627
$1.92K ﹤0.01%
7
+1
628
$1.92K ﹤0.01%
21
629
$1.92K ﹤0.01%
24
+4
630
$1.91K ﹤0.01%
35
631
$1.91K ﹤0.01%
78
+4
632
$1.91K ﹤0.01%
51
-11
633
$1.9K ﹤0.01%
17
634
$1.9K ﹤0.01%
8
+3
635
$1.9K ﹤0.01%
20
+1
636
$1.9K ﹤0.01%
26
+4
637
$1.89K ﹤0.01%
6
638
$1.88K ﹤0.01%
6
639
$1.88K ﹤0.01%
17
-1
640
$1.87K ﹤0.01%
23
+1
641
$1.87K ﹤0.01%
9
642
$1.85K ﹤0.01%
21
-2
643
$1.83K ﹤0.01%
25
644
$1.82K ﹤0.01%
19
+2
645
$1.81K ﹤0.01%
35
646
$1.81K ﹤0.01%
13
647
$1.79K ﹤0.01%
23
-1
648
$1.79K ﹤0.01%
6
649
$1.79K ﹤0.01%
32
-3
650
$1.78K ﹤0.01%
14
-5
24 25
26
27 28