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
776
$1.29K ﹤0.01%
6
-2
777
$1.28K ﹤0.01%
33
-4
778
$1.28K ﹤0.01%
12
779
$1.28K ﹤0.01%
35
+12
780
$1.28K ﹤0.01%
29
781
$1.27K ﹤0.01%
42
+7
782
$1.26K ﹤0.01%
18
783
$1.26K ﹤0.01%
7
784
$1.26K ﹤0.01%
7
+1
785
$1.26K ﹤0.01%
12
786
$1.26K ﹤0.01%
35
+9
787
$1.26K ﹤0.01%
13
-5
788
$1.26K ﹤0.01%
177
789
$1.25K ﹤0.01%
11
790
$1.25K ﹤0.01%
17
791
$1.24K ﹤0.01%
9
-1
792
$1.23K ﹤0.01%
11
-1
793
$1.22K ﹤0.01%
6
-1
794
$1.22K ﹤0.01%
94
+31
795
$1.22K ﹤0.01%
32
+7
796
$1.2K ﹤0.01%
57
-2
797
$1.19K ﹤0.01%
5
-1
798
$1.19K ﹤0.01%
7
799
$1.19K ﹤0.01%
27
-9
800
$1.19K ﹤0.01%
14
+2
30 31
32
33 34