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
176
$23.5K ﹤0.01%
86
177
$23.2K ﹤0.01%
161
178
$23K ﹤0.01%
228
179
$22.9K ﹤0.01%
144
-3
180
$22.7K ﹤0.01%
76
-3
181
$22.7K ﹤0.01%
124
-9
182
$22.6K ﹤0.01%
108
-1
183
$21.6K ﹤0.01%
537
-2
184
$21.5K ﹤0.01%
910
+175
185
$21.1K ﹤0.01%
818
-19
186
$21.1K ﹤0.01%
155
-1
187
$20.5K ﹤0.01%
600
188
$20.5K ﹤0.01%
100
189
$20.2K ﹤0.01%
316
190
$20.2K ﹤0.01%
187
191
$19.6K ﹤0.01%
270
192
$19.5K ﹤0.01%
278
193
$19.3K ﹤0.01%
62
-1
194
$18.9K ﹤0.01%
559
-3
195
$18.5K ﹤0.01%
550
196
$18.2K ﹤0.01%
135
197
$18K ﹤0.01%
1,297
198
$17.9K ﹤0.01%
96
+1
199
$17.8K ﹤0.01%
235
200
$17.7K ﹤0.01%
25
6 7
8
9 10