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
1151
$362 ﹤0.01%
5
+2
1152
$361 ﹤0.01%
3
-1
1153
$361 ﹤0.01%
6
+2
1154
$361 ﹤0.01%
7
-6
1155
$361 ﹤0.01%
3
-3
1156
$360 ﹤0.01%
7
-1
1157
$359 ﹤0.01%
5
-1
1158
$358 ﹤0.01%
13
+12
1159
$356 ﹤0.01%
32
+16
1160
$354 ﹤0.01%
6
1161
$352 ﹤0.01%
11
1162
$351 ﹤0.01%
80
1163
$350 ﹤0.01%
8
-5
1164
$350 ﹤0.01%
17
1165
$348 ﹤0.01%
3
+2
1166
$346 ﹤0.01%
5
-1
1167
$345 ﹤0.01%
15
+3
1168
$344 ﹤0.01%
8
1169
$342 ﹤0.01%
6
-2
1170
$341 ﹤0.01%
12
+3
1171
$340 ﹤0.01%
6
1172
$338 ﹤0.01%
6
-2
1173
$337 ﹤0.01%
4
1174
$337 ﹤0.01%
1
-1
1175
$336 ﹤0.01%
7
+1
45 46
47
48 49