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
126
$54.1K 0.01%
2,135
127
$54.1K 0.01%
1,852
128
$52.4K 0.01%
135
-2
129
$50.4K 0.01%
337
+216
130
$48.1K 0.01%
226
+190
131
$45.6K 0.01%
401
+1
132
$44.6K 0.01%
347
+5
133
$42.9K 0.01%
131
134
$41.9K 0.01%
604
135
$40.9K ﹤0.01%
159
136
$40.2K ﹤0.01%
569
-8
137
$40K ﹤0.01%
1,786
138
$39.1K ﹤0.01%
227
+92
139
$37.7K ﹤0.01%
420
+60
140
$37K ﹤0.01%
139
+2
141
$36.7K ﹤0.01%
276
+245
142
$36.2K ﹤0.01%
270
+10
143
$35.7K ﹤0.01%
100
+3
144
$35.4K ﹤0.01%
45
+1
145
$34.9K ﹤0.01%
109
-1
146
$34.3K ﹤0.01%
443
+393
147
$33.9K ﹤0.01%
264
+234
148
$33.6K ﹤0.01%
120
149
$32.9K ﹤0.01%
222
150
$32.7K ﹤0.01%
240
+37
4 5
6
7 8