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
1201
$286 ﹤0.01%
10
-3
1202
$285 ﹤0.01%
22
1203
$281 ﹤0.01%
4
-2
1204
$278 ﹤0.01%
5
1205
$276 ﹤0.01%
8
-3
1206
$273 ﹤0.01%
6
1207
$272 ﹤0.01%
6
1208
$271 ﹤0.01%
23
-25
1209
$263 ﹤0.01%
2
+1
1210
$256 ﹤0.01%
8
+2
1211
$254 ﹤0.01%
39
1212
$253 ﹤0.01%
24
+8
1213
$253 ﹤0.01%
250
1214
$252 ﹤0.01%
2
-30
1215
$251 ﹤0.01%
8
1216
$251 ﹤0.01%
5
1217
$244 ﹤0.01%
3
1218
$240 ﹤0.01%
7
+4
1219
$239 ﹤0.01%
+3
1220
$239 ﹤0.01%
8
1221
$237 ﹤0.01%
26
-28
1222
$237 ﹤0.01%
2
-4
1223
$233 ﹤0.01%
16
+3
1224
$232 ﹤0.01%
3
-1
1225
$229 ﹤0.01%
+1
47 48
49
50 51