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
1001
$635 ﹤0.01%
25
+1
1002
$635 ﹤0.01%
9
+2
1003
$634 ﹤0.01%
+6
1004
$632 ﹤0.01%
17
-2
1005
$630 ﹤0.01%
14
-2
1006
$629 ﹤0.01%
7
1007
$627 ﹤0.01%
11
+3
1008
$623 ﹤0.01%
12
+5
1009
$622 ﹤0.01%
17
+2
1010
$621 ﹤0.01%
13
+3
1011
$619 ﹤0.01%
8
+2
1012
$618 ﹤0.01%
6
-3
1013
$614 ﹤0.01%
31
1014
$612 ﹤0.01%
9
1015
$608 ﹤0.01%
6
-3
1016
$606 ﹤0.01%
6
-3
1017
$606 ﹤0.01%
6
+4
1018
$604 ﹤0.01%
6
-12
1019
$602 ﹤0.01%
12
+7
1020
$601 ﹤0.01%
21
+3
1021
$597 ﹤0.01%
8
-1
1022
$597 ﹤0.01%
15
+7
1023
$596 ﹤0.01%
20
+2
1024
$593 ﹤0.01%
11
-2
1025
$591 ﹤0.01%
20
-2
39 40
41
42 43