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
101
$99.4K 0.01%
771
102
$99K 0.01%
703
+307
103
$98.9K 0.01%
691
+162
104
$96.5K 0.01%
2,956
-29
105
$92.1K 0.01%
496
-1
106
$89.7K 0.01%
481
+2
107
$89.5K 0.01%
307
-1
108
$89K 0.01%
674
-12
109
$85.7K 0.01%
780
110
$85.6K 0.01%
6,890
-12
111
$85.2K 0.01%
780
112
$82.9K 0.01%
125
113
$82.7K 0.01%
418
-1
114
$77.1K 0.01%
1,000
115
$73.7K 0.01%
1,293
-584
116
$71.9K 0.01%
729
+253
117
$70.8K 0.01%
249
118
$69.9K 0.01%
425
119
$68.9K 0.01%
870
-34
120
$65.8K 0.01%
520
121
$65.2K 0.01%
209
-35
122
$61.8K 0.01%
176
123
$57.2K 0.01%
147
124
$54.6K 0.01%
425
125
$54.6K 0.01%
174
3 4
5
6 7