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
1176
$333 ﹤0.01%
57
+48
1177
$332 ﹤0.01%
82
1178
$331 ﹤0.01%
6
+1
1179
$330 ﹤0.01%
5
1180
$327 ﹤0.01%
13
+3
1181
$320 ﹤0.01%
6
1182
$319 ﹤0.01%
7
-1
1183
$319 ﹤0.01%
4
1184
$316 ﹤0.01%
13
1185
$316 ﹤0.01%
3
+1
1186
$316 ﹤0.01%
7
+5
1187
$315 ﹤0.01%
6
1188
$314 ﹤0.01%
10
+6
1189
$313 ﹤0.01%
6
1190
$312 ﹤0.01%
6
-2
1191
$311 ﹤0.01%
7
-1
1192
$308 ﹤0.01%
11
+7
1193
$305 ﹤0.01%
13
-4
1194
$304 ﹤0.01%
4
-6
1195
$303 ﹤0.01%
3
-4
1196
$302 ﹤0.01%
32
+30
1197
$299 ﹤0.01%
2
1198
$288 ﹤0.01%
7
1199
$287 ﹤0.01%
1
-2
1200
$286 ﹤0.01%
+14
46 47
48
49 50