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
1026
$590 ﹤0.01%
19
+4
1027
$584 ﹤0.01%
34
-2
1028
$583 ﹤0.01%
32
+4
1029
$576 ﹤0.01%
13
1030
$575 ﹤0.01%
14
+6
1031
$574 ﹤0.01%
4
-5
1032
$571 ﹤0.01%
26
+3
1033
$570 ﹤0.01%
6
1034
$569 ﹤0.01%
10
+2
1035
$569 ﹤0.01%
14
+1
1036
$569 ﹤0.01%
18
-1
1037
$566 ﹤0.01%
12
+3
1038
$563 ﹤0.01%
19
+8
1039
$562 ﹤0.01%
6
1040
$554 ﹤0.01%
6
1041
$548 ﹤0.01%
6
1042
$548 ﹤0.01%
63
-14
1043
$548 ﹤0.01%
8
+2
1044
$546 ﹤0.01%
6
+4
1045
$545 ﹤0.01%
70
-8
1046
$541 ﹤0.01%
17
-22
1047
$540 ﹤0.01%
13
-2
1048
$540 ﹤0.01%
7
1049
$538 ﹤0.01%
11
-1
1050
$536 ﹤0.01%
6
40 41
42
43 44