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
926
$805 ﹤0.01%
+4
927
$805 ﹤0.01%
48
928
$804 ﹤0.01%
90
+10
929
$798 ﹤0.01%
8
+1
930
$796 ﹤0.01%
5
931
$795 ﹤0.01%
500
932
$795 ﹤0.01%
6
933
$790 ﹤0.01%
6
934
$790 ﹤0.01%
17
935
$786 ﹤0.01%
5
+1
936
$772 ﹤0.01%
9
-2
937
$768 ﹤0.01%
18
+7
938
$767 ﹤0.01%
13
939
$764 ﹤0.01%
8
+5
940
$761 ﹤0.01%
8
941
$755 ﹤0.01%
11
+4
942
$752 ﹤0.01%
22
+3
943
$749 ﹤0.01%
25
-8
944
$749 ﹤0.01%
32
-8
945
$749 ﹤0.01%
125
+42
946
$749 ﹤0.01%
28
947
$747 ﹤0.01%
+6
948
$746 ﹤0.01%
31
-1
949
$744 ﹤0.01%
7
950
$743 ﹤0.01%
10
36 37
38
39 40