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
801
$1.18K ﹤0.01%
25
802
$1.18K ﹤0.01%
8
+2
803
$1.17K ﹤0.01%
22
-1
804
$1.17K ﹤0.01%
16
805
$1.17K ﹤0.01%
18
+1
806
$1.17K ﹤0.01%
26
+2
807
$1.16K ﹤0.01%
16
+2
808
$1.15K ﹤0.01%
6
809
$1.15K ﹤0.01%
6
810
$1.15K ﹤0.01%
8
-2
811
$1.14K ﹤0.01%
6
812
$1.14K ﹤0.01%
12
+7
813
$1.14K ﹤0.01%
26
-2
814
$1.14K ﹤0.01%
7
815
$1.14K ﹤0.01%
41
+4
816
$1.13K ﹤0.01%
33
-2
817
$1.13K ﹤0.01%
17
+2
818
$1.13K ﹤0.01%
21
819
$1.13K ﹤0.01%
6
+1
820
$1.13K ﹤0.01%
13
+1
821
$1.12K ﹤0.01%
+10
822
$1.12K ﹤0.01%
24
+12
823
$1.11K ﹤0.01%
+2
824
$1.1K ﹤0.01%
19
825
$1.09K ﹤0.01%
22
-12
31 32
33
34 35