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
276
$3.89K ﹤0.01%
+7
277
$3.88K ﹤0.01%
+15
278
$3.88K ﹤0.01%
+27
279
$3.84K ﹤0.01%
+24
280
$3.83K ﹤0.01%
+17
281
$3.82K ﹤0.01%
+16
282
$3.82K ﹤0.01%
+7
283
$3.79K ﹤0.01%
+18
284
$3.67K ﹤0.01%
+334
285
$3.67K ﹤0.01%
+37
286
$3.67K ﹤0.01%
+74
287
$3.64K ﹤0.01%
+61
288
$3.64K ﹤0.01%
+16
289
$3.64K ﹤0.01%
+3
290
$3.61K ﹤0.01%
+10
291
$3.59K ﹤0.01%
+12
292
$3.58K ﹤0.01%
+28
293
$3.52K ﹤0.01%
+37
294
$3.5K ﹤0.01%
+25
295
$3.47K ﹤0.01%
+15
296
$3.46K ﹤0.01%
+21
297
$3.46K ﹤0.01%
+24
298
$3.44K ﹤0.01%
+11
299
$3.42K ﹤0.01%
+11
300
$3.41K ﹤0.01%
+15
10 11
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