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
1276
$149 ﹤0.01%
11
-33
1277
$147 ﹤0.01%
17
+10
1278
$146 ﹤0.01%
14
1279
$145 ﹤0.01%
3
-1
1280
$145 ﹤0.01%
54
1281
$139 ﹤0.01%
23
+1
1282
$137 ﹤0.01%
+11
1283
$136 ﹤0.01%
5
+3
1284
$133 ﹤0.01%
+1
1285
$128 ﹤0.01%
10
1286
$127 ﹤0.01%
4
1287
$127 ﹤0.01%
11
-16
1288
$126 ﹤0.01%
3
-4
1289
$121 ﹤0.01%
26
-15
1290
$121 ﹤0.01%
11
-3
1291
$120 ﹤0.01%
5
-3
1292
$119 ﹤0.01%
2
+1
1293
$117 ﹤0.01%
17
-2
1294
$111 ﹤0.01%
2
1295
$111 ﹤0.01%
3
1296
$111 ﹤0.01%
+2
1297
$109 ﹤0.01%
3
1298
$106 ﹤0.01%
+10
1299
$104 ﹤0.01%
3
-2
1300
$103 ﹤0.01%
8
50 51
52
53 54