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
1076
$486 ﹤0.01%
34
-15
1077
$485 ﹤0.01%
15
1078
$483 ﹤0.01%
16
-8
1079
$482 ﹤0.01%
17
+3
1080
$479 ﹤0.01%
7
-2
1081
$477 ﹤0.01%
35
+22
1082
$474 ﹤0.01%
31
-12
1083
$474 ﹤0.01%
25
+2
1084
$474 ﹤0.01%
13
1085
$473 ﹤0.01%
21
-2
1086
$469 ﹤0.01%
14
1087
$468 ﹤0.01%
6
1088
$467 ﹤0.01%
40
-6
1089
$465 ﹤0.01%
108
+94
1090
$465 ﹤0.01%
19
1091
$463 ﹤0.01%
8
-21
1092
$463 ﹤0.01%
13
-2
1093
$462 ﹤0.01%
4
1094
$460 ﹤0.01%
6
1095
$460 ﹤0.01%
12
1096
$459 ﹤0.01%
19
-1
1097
$454 ﹤0.01%
41
-4
1098
$453 ﹤0.01%
+10
1099
$453 ﹤0.01%
6
1100
$453 ﹤0.01%
8
42 43
44
45 46