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
901
$845 ﹤0.01%
26
-5
902
$844 ﹤0.01%
6
+5
903
$843 ﹤0.01%
12
904
$840 ﹤0.01%
13
905
$838 ﹤0.01%
6
906
$838 ﹤0.01%
10
-3
907
$836 ﹤0.01%
11
-4
908
$836 ﹤0.01%
4
+1
909
$835 ﹤0.01%
6
910
$833 ﹤0.01%
13
+4
911
$831 ﹤0.01%
15
+4
912
$829 ﹤0.01%
23
913
$828 ﹤0.01%
13
914
$826 ﹤0.01%
11
915
$825 ﹤0.01%
11
+1
916
$824 ﹤0.01%
5
-1
917
$819 ﹤0.01%
+12
918
$816 ﹤0.01%
40
-37
919
$813 ﹤0.01%
10
920
$812 ﹤0.01%
17
+7
921
$812 ﹤0.01%
6
922
$811 ﹤0.01%
8
+2
923
$810 ﹤0.01%
12
924
$809 ﹤0.01%
12
925
$807 ﹤0.01%
11
35 36
37
38 39