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
701
$1.54K ﹤0.01%
10
702
$1.53K ﹤0.01%
45
-3
703
$1.53K ﹤0.01%
97
+13
704
$1.53K ﹤0.01%
14
+2
705
$1.52K ﹤0.01%
21
706
$1.52K ﹤0.01%
22
+8
707
$1.52K ﹤0.01%
26
+1
708
$1.52K ﹤0.01%
22
+2
709
$1.51K ﹤0.01%
50
+1
710
$1.51K ﹤0.01%
29
-13
711
$1.51K ﹤0.01%
8
712
$1.51K ﹤0.01%
27
+2
713
$1.51K ﹤0.01%
21
+7
714
$1.51K ﹤0.01%
12
+4
715
$1.51K ﹤0.01%
178
+40
716
$1.51K ﹤0.01%
13
+3
717
$1.5K ﹤0.01%
16
+3
718
$1.5K ﹤0.01%
50
+19
719
$1.49K ﹤0.01%
20
-3
720
$1.49K ﹤0.01%
15
-4
721
$1.48K ﹤0.01%
68
-2
722
$1.48K ﹤0.01%
27
-1
723
$1.48K ﹤0.01%
17
724
$1.48K ﹤0.01%
6
725
$1.48K ﹤0.01%
13
+1
27 28
29
30 31