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
76
$197K 0.02%
1,476
77
$193K 0.02%
4,458
-2,846
78
$191K 0.02%
1,892
+61
79
$187K 0.02%
1,059
+23
80
$184K 0.02%
830
81
$178K 0.02%
4,440
82
$176K 0.02%
4,629
-95
83
$163K 0.02%
2,880
84
$163K 0.02%
717
-3
85
$142K 0.02%
324
86
$139K 0.02%
3,090
-500
87
$137K 0.02%
1,106
88
$134K 0.02%
487
-8
89
$130K 0.02%
423
90
$125K 0.01%
752
-11
91
$120K 0.01%
756
-1
92
$118K 0.01%
406
+3
93
$116K 0.01%
867
-1
94
$114K 0.01%
320
95
$109K 0.01%
329
-1
96
$108K 0.01%
611
+20
97
$105K 0.01%
715
98
$105K 0.01%
2,217
-132
99
$103K 0.01%
2,885
-50
100
$101K 0.01%
659
+3
2 3
4
5 6