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
151
$32.1K ﹤0.01%
176
+3
152
$31.8K ﹤0.01%
279
153
$31.7K ﹤0.01%
433
-4
154
$31.5K ﹤0.01%
59
+1
155
$31K ﹤0.01%
61
156
$31K ﹤0.01%
1,000
157
$30.8K ﹤0.01%
76
+61
158
$30.7K ﹤0.01%
31
159
$29.7K ﹤0.01%
441
-2
160
$29.6K ﹤0.01%
33
161
$29.4K ﹤0.01%
405
162
$29.3K ﹤0.01%
800
163
$28.9K ﹤0.01%
5
164
$28.3K ﹤0.01%
27
165
$28.1K ﹤0.01%
50
166
$27.4K ﹤0.01%
99
167
$27.2K ﹤0.01%
1,000
168
$26K ﹤0.01%
1,074
+6
169
$25.8K ﹤0.01%
208
+94
170
$24.4K ﹤0.01%
721
+5
171
$24.2K ﹤0.01%
876
172
$24.1K ﹤0.01%
1,237
-100
173
$23.8K ﹤0.01%
45
174
$23.7K ﹤0.01%
2,064
+39
175
$23.6K ﹤0.01%
720
5 6
7
8 9