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
951
$742 ﹤0.01%
6
952
$738 ﹤0.01%
6
953
$737 ﹤0.01%
6
954
$736 ﹤0.01%
7
+1
955
$735 ﹤0.01%
9
+2
956
$734 ﹤0.01%
44
+1
957
$733 ﹤0.01%
12
+2
958
$733 ﹤0.01%
13
+6
959
$730 ﹤0.01%
8
+2
960
$729 ﹤0.01%
16
+3
961
$729 ﹤0.01%
14
-1
962
$729 ﹤0.01%
53
+43
963
$727 ﹤0.01%
6
964
$726 ﹤0.01%
6
965
$721 ﹤0.01%
29
966
$720 ﹤0.01%
19
967
$712 ﹤0.01%
20
+1
968
$710 ﹤0.01%
7
969
$709 ﹤0.01%
15
-1
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$708 ﹤0.01%
29
-2
971
$707 ﹤0.01%
13
972
$700 ﹤0.01%
26
+22
973
$695 ﹤0.01%
8
-3
974
$693 ﹤0.01%
47
+31
975
$693 ﹤0.01%
33
-11
37 38
39
40 41