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
1326
$53 ﹤0.01%
2
-4
1327
$52 ﹤0.01%
1
-1
1328
$51 ﹤0.01%
1
-3
1329
$51 ﹤0.01%
2
+1
1330
$51 ﹤0.01%
1
-3
1331
$50 ﹤0.01%
1
-4
1332
$50 ﹤0.01%
2
1333
$50 ﹤0.01%
+1
1334
$50 ﹤0.01%
2
1335
$47 ﹤0.01%
1
-1
1336
$46 ﹤0.01%
2
1337
$46 ﹤0.01%
3
-7
1338
$45 ﹤0.01%
2
-4
1339
$45 ﹤0.01%
2
1340
$41 ﹤0.01%
1
-9
1341
$41 ﹤0.01%
1
1342
$41 ﹤0.01%
2
1343
$39 ﹤0.01%
2
-16
1344
$38 ﹤0.01%
3
1345
$35 ﹤0.01%
4
-5
1346
$34 ﹤0.01%
1
-1
1347
$34 ﹤0.01%
2
+1
1348
$32 ﹤0.01%
+5
1349
$32 ﹤0.01%
5
1350
$31 ﹤0.01%
1
52 53
54
55 56