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
676
$1.64K ﹤0.01%
6
+2
677
$1.62K ﹤0.01%
12
+1
678
$1.62K ﹤0.01%
6
-1
679
$1.62K ﹤0.01%
27
+3
680
$1.62K ﹤0.01%
8
681
$1.61K ﹤0.01%
24
682
$1.61K ﹤0.01%
12
+4
683
$1.6K ﹤0.01%
18
+2
684
$1.59K ﹤0.01%
12
685
$1.59K ﹤0.01%
12
+2
686
$1.59K ﹤0.01%
33
-4
687
$1.58K ﹤0.01%
18
+5
688
$1.58K ﹤0.01%
25
-1
689
$1.57K ﹤0.01%
8
690
$1.57K ﹤0.01%
18
+5
691
$1.57K ﹤0.01%
39
-1
692
$1.57K ﹤0.01%
13
693
$1.57K ﹤0.01%
23
-3
694
$1.57K ﹤0.01%
22
-1
695
$1.56K ﹤0.01%
21
+12
696
$1.56K ﹤0.01%
16
-2
697
$1.55K ﹤0.01%
6
698
$1.55K ﹤0.01%
26
-3
699
$1.55K ﹤0.01%
15
-2
700
$1.54K ﹤0.01%
12
-1
26 27
28
29 30