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
201
$17.1K ﹤0.01%
273
+56
202
$17K ﹤0.01%
75
203
$16.9K ﹤0.01%
116
204
$16.9K ﹤0.01%
22
205
$16.8K ﹤0.01%
325
-13
206
$16.6K ﹤0.01%
52
+1
207
$16.6K ﹤0.01%
678
208
$16.2K ﹤0.01%
218
+47
209
$16.1K ﹤0.01%
100
210
$15.7K ﹤0.01%
326
211
$15.1K ﹤0.01%
112
212
$14.4K ﹤0.01%
299
213
$14.3K ﹤0.01%
290
-90
214
$14.2K ﹤0.01%
227
215
$14K ﹤0.01%
97
-3
216
$13.9K ﹤0.01%
34
217
$13.8K ﹤0.01%
104
218
$13.8K ﹤0.01%
325
219
$13.7K ﹤0.01%
130
220
$13.4K ﹤0.01%
748
221
$13.3K ﹤0.01%
56
+1
222
$13.3K ﹤0.01%
124
-1
223
$13.2K ﹤0.01%
93
-1
224
$13.1K ﹤0.01%
192
-1
225
$12.9K ﹤0.01%
39
+1
7 8
9
10 11