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
1251
$197 ﹤0.01%
6
-3
1252
$197 ﹤0.01%
38
-14
1253
$195 ﹤0.01%
3
1254
$195 ﹤0.01%
37
-7
1255
$193 ﹤0.01%
20
-2
1256
$193 ﹤0.01%
3
1257
$192 ﹤0.01%
3
-5
1258
$191 ﹤0.01%
4
1259
$187 ﹤0.01%
4
1260
$183 ﹤0.01%
5
-1
1261
$182 ﹤0.01%
6
1262
$181 ﹤0.01%
3
-3
1263
$178 ﹤0.01%
22
+19
1264
$178 ﹤0.01%
4
1265
$176 ﹤0.01%
5
1266
$170 ﹤0.01%
2
-4
1267
$170 ﹤0.01%
13
+6
1268
$168 ﹤0.01%
+1
1269
$167 ﹤0.01%
6
+4
1270
$165 ﹤0.01%
4
-5
1271
$161 ﹤0.01%
35
1272
$159 ﹤0.01%
3
-3
1273
$157 ﹤0.01%
7
-5
1274
$153 ﹤0.01%
4
1275
$152 ﹤0.01%
1
-3
49 50
51
52 53