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
1226
$225 ﹤0.01%
3
-3
1227
$223 ﹤0.01%
14
-27
1228
$222 ﹤0.01%
6
1229
$221 ﹤0.01%
4
-4
1230
$221 ﹤0.01%
5
1231
$221 ﹤0.01%
8
+1
1232
$219 ﹤0.01%
6
1233
$216 ﹤0.01%
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-12
1234
$216 ﹤0.01%
5
1235
$214 ﹤0.01%
22
1236
$213 ﹤0.01%
31
+3
1237
$213 ﹤0.01%
6
1238
$209 ﹤0.01%
4
+2
1239
$207 ﹤0.01%
3
-3
1240
$206 ﹤0.01%
+3
1241
$204 ﹤0.01%
11
+2
1242
$203 ﹤0.01%
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-6
1243
$201 ﹤0.01%
6
1244
$200 ﹤0.01%
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-6
1245
$200 ﹤0.01%
19
-3
1246
$200 ﹤0.01%
+2
1247
$199 ﹤0.01%
2
-3
1248
$199 ﹤0.01%
7
-6
1249
$198 ﹤0.01%
29
+18
1250
$197 ﹤0.01%
+4
48 49
50
51 52