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
1351
$27 ﹤0.01%
10
1352
$26 ﹤0.01%
3
1353
$24 ﹤0.01%
1
-1
1354
$23 ﹤0.01%
5
-1
1355
$20 ﹤0.01%
4
-3
1356
$19 ﹤0.01%
1
1357
$18 ﹤0.01%
1
-2
1358
$18 ﹤0.01%
1
-6
1359
$18 ﹤0.01%
+1
1360
$15 ﹤0.01%
1
1361
$13 ﹤0.01%
3
1362
$12 ﹤0.01%
1
1363
$11 ﹤0.01%
1
1364
$9 ﹤0.01%
1
1365
$7 ﹤0.01%
1
1366
– –
-27
1367
– –
-190
1368
– –
-1
1369
– –
-2
1370
– –
-2
1371
– –
-1
1372
– –
-1
1373
– –
-19
1374
– –
-6
1375
– –
-5
53 54
55
56 57