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
751
$1.39K ﹤0.01%
6
+2
752
$1.38K ﹤0.01%
58
+16
753
$1.38K ﹤0.01%
7
+1
754
$1.38K ﹤0.01%
34
-2
755
$1.38K ﹤0.01%
13
756
$1.37K ﹤0.01%
37
-3
757
$1.37K ﹤0.01%
13
758
$1.36K ﹤0.01%
13
759
$1.36K ﹤0.01%
17
-4
760
$1.36K ﹤0.01%
6
+1
761
$1.35K ﹤0.01%
8
762
$1.35K ﹤0.01%
12
+2
763
$1.35K ﹤0.01%
6
764
$1.34K ﹤0.01%
63
+4
765
$1.34K ﹤0.01%
6
766
$1.34K ﹤0.01%
36
-3
767
$1.33K ﹤0.01%
24
768
$1.32K ﹤0.01%
11
-2
769
$1.31K ﹤0.01%
62
+11
770
$1.31K ﹤0.01%
15
+1
771
$1.31K ﹤0.01%
20
772
$1.31K ﹤0.01%
9
773
$1.3K ﹤0.01%
13
774
$1.29K ﹤0.01%
18
+3
775
$1.29K ﹤0.01%
25
29 30
31
32 33