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
51
$610K 0.07%
2,008
-1
52
$597K 0.07%
11,387
-885
53
$507K 0.06%
2,175
-1
54
$486K 0.06%
8,605
+96
55
$482K 0.06%
776
-5
56
$471K 0.06%
2,669
+18
57
$439K 0.05%
2,485
58
$426K 0.05%
1,942
+4
59
$383K 0.05%
4,204
+32
60
$326K 0.04%
1,027
+152
61
$308K 0.04%
395
+24
62
$292K 0.03%
519
-1
63
$291K 0.03%
2,697
+311
64
$287K 0.03%
4,139
-2
65
$281K 0.03%
1,301
66
$280K 0.03%
6,193
-486
67
$263K 0.03%
1,665
68
$259K 0.03%
8,959
+152
69
$246K 0.03%
3,965
70
$220K 0.03%
299
-1
71
$214K 0.03%
2,325
72
$214K 0.03%
1,940
73
$208K 0.02%
1,010
74
$203K 0.02%
1,431
-5
75
$200K 0.02%
717
1 2
3
4 5