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
876
$931 ﹤0.01%
12
877
$926 ﹤0.01%
19
+3
878
$926 ﹤0.01%
6
879
$925 ﹤0.01%
17
+4
880
$920 ﹤0.01%
7
881
$919 ﹤0.01%
16
-1
882
$919 ﹤0.01%
8
-1
883
$912 ﹤0.01%
6
+1
884
$911 ﹤0.01%
19
-1
885
$907 ﹤0.01%
21
+5
886
$900 ﹤0.01%
+4
887
$899 ﹤0.01%
46
+16
888
$895 ﹤0.01%
28
-1
889
$893 ﹤0.01%
12
+1
890
$889 ﹤0.01%
29
-18
891
$886 ﹤0.01%
21
-1
892
$885 ﹤0.01%
5
-1
893
$885 ﹤0.01%
6
894
$872 ﹤0.01%
5
+1
895
$870 ﹤0.01%
6
-2
896
$861 ﹤0.01%
38
-1
897
$857 ﹤0.01%
56
+9
898
$851 ﹤0.01%
10
+2
899
$849 ﹤0.01%
23
+5
900
$848 ﹤0.01%
16
+2
34 35
36
37 38