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
976
$693 ﹤0.01%
6
977
$691 ﹤0.01%
+1
978
$689 ﹤0.01%
11
-2
979
$688 ﹤0.01%
43
+17
980
$686 ﹤0.01%
12
+2
981
$684 ﹤0.01%
19
-2
982
$678 ﹤0.01%
12
-1
983
$674 ﹤0.01%
27
-2
984
$668 ﹤0.01%
37
+3
985
$667 ﹤0.01%
13
-1
986
$665 ﹤0.01%
65
987
$664 ﹤0.01%
22
+15
988
$661 ﹤0.01%
4
+1
989
$660 ﹤0.01%
12
-12
990
$660 ﹤0.01%
6
991
$660 ﹤0.01%
12
992
$655 ﹤0.01%
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993
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-9
994
$647 ﹤0.01%
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-2
995
$647 ﹤0.01%
12
+3
996
$647 ﹤0.01%
9
+1
997
$640 ﹤0.01%
29
+5
998
$638 ﹤0.01%
6
999
$637 ﹤0.01%
10
+2
1000
$635 ﹤0.01%
5
38 39
40
41 42