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
826
$1.09K ﹤0.01%
15
-2
827
$1.09K ﹤0.01%
10
+3
828
$1.09K ﹤0.01%
6
829
$1.08K ﹤0.01%
20
+8
830
$1.08K ﹤0.01%
7
831
$1.08K ﹤0.01%
25
-4
832
$1.08K ﹤0.01%
32
-3
833
$1.08K ﹤0.01%
30
-1
834
$1.06K ﹤0.01%
35
835
$1.06K ﹤0.01%
15
836
$1.05K ﹤0.01%
37
-4
837
$1.05K ﹤0.01%
25
-9
838
$1.05K ﹤0.01%
+5
839
$1.05K ﹤0.01%
20
-1
840
$1.04K ﹤0.01%
10
-1
841
$1.04K ﹤0.01%
12
+1
842
$1.04K ﹤0.01%
6
843
$1.03K ﹤0.01%
19
844
$1.03K ﹤0.01%
12
-1
845
$1.03K ﹤0.01%
19
-1
846
$1.03K ﹤0.01%
44
+10
847
$1.03K ﹤0.01%
10
-1
848
$1.02K ﹤0.01%
50
-18
849
$1.02K ﹤0.01%
91
+15
850
$1.02K ﹤0.01%
23
+1
32 33
34
35 36