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
651
$1.78K ﹤0.01%
6
+3
652
$1.77K ﹤0.01%
26
653
$1.77K ﹤0.01%
6
654
$1.76K ﹤0.01%
29
655
$1.76K ﹤0.01%
16
656
$1.76K ﹤0.01%
126
+4
657
$1.75K ﹤0.01%
29
+8
658
$1.75K ﹤0.01%
6
-1
659
$1.75K ﹤0.01%
11
660
$1.75K ﹤0.01%
16
661
$1.74K ﹤0.01%
71
662
$1.74K ﹤0.01%
14
-2
663
$1.73K ﹤0.01%
11
-4
664
$1.73K ﹤0.01%
32
+9
665
$1.73K ﹤0.01%
12
+1
666
$1.72K ﹤0.01%
41
-2
667
$1.71K ﹤0.01%
13
668
$1.71K ﹤0.01%
30
+2
669
$1.7K ﹤0.01%
19
670
$1.7K ﹤0.01%
23
671
$1.69K ﹤0.01%
21
+3
672
$1.68K ﹤0.01%
17
-13
673
$1.68K ﹤0.01%
46
674
$1.66K ﹤0.01%
17
-1
675
$1.65K ﹤0.01%
13
25 26
27
28 29