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
726
$1.47K ﹤0.01%
44
+3
727
$1.47K ﹤0.01%
24
728
$1.47K ﹤0.01%
15
-2
729
$1.47K ﹤0.01%
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+2
730
$1.47K ﹤0.01%
6
731
$1.47K ﹤0.01%
30
+1
732
$1.47K ﹤0.01%
6
733
$1.47K ﹤0.01%
6
-1
734
$1.46K ﹤0.01%
33
-3
735
$1.46K ﹤0.01%
21
-1
736
$1.45K ﹤0.01%
6
+2
737
$1.45K ﹤0.01%
8
738
$1.45K ﹤0.01%
28
+10
739
$1.45K ﹤0.01%
69
+16
740
$1.44K ﹤0.01%
25
+2
741
$1.43K ﹤0.01%
50
+1
742
$1.42K ﹤0.01%
32
-1
743
$1.42K ﹤0.01%
39
+7
744
$1.42K ﹤0.01%
20
-2
745
$1.41K ﹤0.01%
6
746
$1.4K ﹤0.01%
19
+5
747
$1.4K ﹤0.01%
9
748
$1.39K ﹤0.01%
32
-1
749
$1.39K ﹤0.01%
14
750
$1.39K ﹤0.01%
6
28 29
30
31 32