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
251
$4.51K ﹤0.01%
+50
252
$4.5K ﹤0.01%
+94
253
$4.5K ﹤0.01%
+20
254
$4.48K ﹤0.01%
+37
255
$4.47K ﹤0.01%
+66
256
$4.4K ﹤0.01%
+64
257
$4.36K ﹤0.01%
+89
258
$4.32K ﹤0.01%
+84
259
$4.29K ﹤0.01%
+31
260
$4.28K ﹤0.01%
+11
261
$4.25K ﹤0.01%
+32
262
$4.24K ﹤0.01%
+118
263
$4.13K ﹤0.01%
+29
264
$4.09K ﹤0.01%
+8
265
$4.08K ﹤0.01%
+126
266
$4.08K ﹤0.01%
+32
267
$4.06K ﹤0.01%
+15
268
$4.06K ﹤0.01%
+32
269
$4.05K ﹤0.01%
+12
270
$4.01K ﹤0.01%
+36
271
$3.96K ﹤0.01%
+48
272
$3.93K ﹤0.01%
+30
273
$3.92K ﹤0.01%
+14
274
$3.91K ﹤0.01%
+36
275
$3.91K ﹤0.01%
+10
9 10
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