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
1301
$103 ﹤0.01%
2
-3
1302
$98 ﹤0.01%
4
1303
$93 ﹤0.01%
2
1304
$88 ﹤0.01%
+4
1305
$81 ﹤0.01%
1
1306
$80 ﹤0.01%
30
1307
$79 ﹤0.01%
2
-2
1308
$75 ﹤0.01%
3
-2
1309
$71 ﹤0.01%
1
1310
$71 ﹤0.01%
+6
1311
$66 ﹤0.01%
3
-2
1312
$65 ﹤0.01%
1
1313
$64 ﹤0.01%
+11
1314
$64 ﹤0.01%
2
-8
1315
$64 ﹤0.01%
2
1316
$63 ﹤0.01%
1
-1
1317
$63 ﹤0.01%
+1
1318
$63 ﹤0.01%
24
-32
1319
$62 ﹤0.01%
2
-3
1320
$61 ﹤0.01%
3
1321
$61 ﹤0.01%
2
-1
1322
$60 ﹤0.01%
2
-4
1323
$54 ﹤0.01%
2
-3
1324
$53 ﹤0.01%
1
-2
1325
$53 ﹤0.01%
5
-3
51 52
53
54 55