DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
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
+$2.68M
2
+$1.69M
3
+$1.56M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.33M
5
CWAN icon
Clearwater Analytics
CWAN
+$1.31M

Top Sells

1
+$3.2M
2
+$2.54M
3
+$1.34M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$465K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$441K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.45%
3 Financials 0.43%
4 Industrials 0.27%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-6
1402
– –
-1
1403
– –
-6
1404
– –
-1
1405
– –
-5
1406
– –
-6
1407
– –
-3
1408
– –
-60
1409
– –
-5
1410
– –
-11
1411
– –
-200
1412
– –
-4
1413
– –
-7
1414
– –
-31
1415
– –
-12
1416
– –
-26
1417
– –
-26
53 54 55 56
57