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
301
$3.41K ﹤0.01%
+14
302
$3.39K ﹤0.01%
+6
303
$3.39K ﹤0.01%
+19
304
$3.3K ﹤0.01%
+20
305
$3.3K ﹤0.01%
+41
306
$3.29K ﹤0.01%
+16
307
$3.29K ﹤0.01%
+10
308
$3.29K ﹤0.01%
+50
309
$3.27K ﹤0.01%
+44
310
$3.27K ﹤0.01%
+23
311
$3.26K ﹤0.01%
+22
312
$3.26K ﹤0.01%
+142
313
$3.25K ﹤0.01%
+45
314
$3.24K ﹤0.01%
+22
315
$3.24K ﹤0.01%
+15
316
$3.23K ﹤0.01%
+32
317
$3.22K ﹤0.01%
+89
318
$3.21K ﹤0.01%
+25
319
$3.19K ﹤0.01%
+59
320
$3.15K ﹤0.01%
+28
321
$3.13K ﹤0.01%
+10
322
$3.12K ﹤0.01%
+168
323
$3.11K ﹤0.01%
+11
324
$3.07K ﹤0.01%
+252
325
$3.07K ﹤0.01%
+59
11 12
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