DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,389
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$70.2M
3
+$67.7M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$50.9M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$43.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.69%
2 Financials 0.21%
3 Industrials 0.11%
4 Healthcare 0.11%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.81K ﹤0.01%
+127
227
$5.76K ﹤0.01%
+22
228
$5.72K ﹤0.01%
+100
229
$5.72K ﹤0.01%
+29
230
$5.7K ﹤0.01%
+90
231
$5.57K ﹤0.01%
+22
232
$5.55K ﹤0.01%
+24
233
$5.55K ﹤0.01%
+47
234
$5.47K ﹤0.01%
+57
235
$5.34K ﹤0.01%
+32
236
$5.27K ﹤0.01%
+26
237
$5.19K ﹤0.01%
+29
238
$5.18K ﹤0.01%
+24
239
$5.17K ﹤0.01%
+2
240
$4.96K ﹤0.01%
+11
241
$4.95K ﹤0.01%
+84
242
$4.93K ﹤0.01%
+26
243
$4.72K ﹤0.01%
+175
244
$4.68K ﹤0.01%
+10
245
$4.68K ﹤0.01%
+15
246
$4.63K ﹤0.01%
+9
247
$4.63K ﹤0.01%
+17
248
$4.61K ﹤0.01%
+230
249
$4.59K ﹤0.01%
+55
250
$4.53K ﹤0.01%
+34
8 9
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