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
1101
$447 ﹤0.01%
12
1102
$447 ﹤0.01%
7
+1
1103
$446 ﹤0.01%
13
+7
1104
$441 ﹤0.01%
7
1105
$440 ﹤0.01%
5
1106
$438 ﹤0.01%
2
-2
1107
$435 ﹤0.01%
6
1108
$433 ﹤0.01%
10
-4
1109
$433 ﹤0.01%
16
+1
1110
$430 ﹤0.01%
13
+7
1111
$423 ﹤0.01%
17
-7
1112
$422 ﹤0.01%
14
-16
1113
$421 ﹤0.01%
9
-1
1114
$419 ﹤0.01%
25
+4
1115
$415 ﹤0.01%
20
+10
1116
$414 ﹤0.01%
30
+10
1117
$412 ﹤0.01%
6
+4
1118
$411 ﹤0.01%
10
-5
1119
$411 ﹤0.01%
12
+2
1120
$410 ﹤0.01%
14
-2
1121
$408 ﹤0.01%
19
+11
1122
$407 ﹤0.01%
13
-1
1123
$406 ﹤0.01%
6
1124
$406 ﹤0.01%
9
+4
1125
$405 ﹤0.01%
48
-1
43 44
45
46 47