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
1051
$536 ﹤0.01%
50
1052
$536 ﹤0.01%
25
+2
1053
$533 ﹤0.01%
16
-2
1054
$532 ﹤0.01%
25
1055
$531 ﹤0.01%
6
1056
$528 ﹤0.01%
8
+3
1057
$525 ﹤0.01%
10
-12
1058
$518 ﹤0.01%
19
-1
1059
$517 ﹤0.01%
10
1060
$512 ﹤0.01%
7
+3
1061
$512 ﹤0.01%
+10
1062
$511 ﹤0.01%
7
-2
1063
$511 ﹤0.01%
6
+1
1064
$510 ﹤0.01%
90
+60
1065
$509 ﹤0.01%
11
+5
1066
$508 ﹤0.01%
5
+4
1067
$505 ﹤0.01%
16
+5
1068
$504 ﹤0.01%
8
+2
1069
$498 ﹤0.01%
6
1070
$494 ﹤0.01%
18
-12
1071
$493 ﹤0.01%
94
1072
$493 ﹤0.01%
18
+5
1073
$492 ﹤0.01%
6
1074
$491 ﹤0.01%
11
-1
1075
$490 ﹤0.01%
17
-6
41 42
43
44 45