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
851
$1.01K ﹤0.01%
6
-1
852
$1.01K ﹤0.01%
11
853
$1.01K ﹤0.01%
22
-4
854
$1.01K ﹤0.01%
19
+8
855
$1.01K ﹤0.01%
6
856
$1.01K ﹤0.01%
55
-5
857
$1K ﹤0.01%
26
+7
858
$1K ﹤0.01%
7
+3
859
$995 ﹤0.01%
7
860
$989 ﹤0.01%
13
861
$989 ﹤0.01%
8
+1
862
$987 ﹤0.01%
23
-2
863
$987 ﹤0.01%
22
+2
864
$986 ﹤0.01%
14
-66
865
$979 ﹤0.01%
19
+1
866
$969 ﹤0.01%
6
+2
867
$966 ﹤0.01%
4
+2
868
$959 ﹤0.01%
12
869
$953 ﹤0.01%
12
870
$951 ﹤0.01%
32
871
$948 ﹤0.01%
26
+2
872
$947 ﹤0.01%
48
-11
873
$945 ﹤0.01%
41
874
$935 ﹤0.01%
12
+5
875
$934 ﹤0.01%
64
33 34
35
36 37