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
326
$3.06K ﹤0.01%
+33
327
$3.01K ﹤0.01%
+70
328
$3K ﹤0.01%
+15
329
$2.98K ﹤0.01%
+25
330
$2.97K ﹤0.01%
+40
331
$2.92K ﹤0.01%
+177
332
$2.91K ﹤0.01%
+10
333
$2.87K ﹤0.01%
+44
334
$2.84K ﹤0.01%
+2
335
$2.83K ﹤0.01%
+47
336
$2.81K ﹤0.01%
+20
337
$2.79K ﹤0.01%
+25
338
$2.77K ﹤0.01%
+48
339
$2.77K ﹤0.01%
+17
340
$2.77K ﹤0.01%
+32
341
$2.76K ﹤0.01%
+16
342
$2.76K ﹤0.01%
+54
343
$2.75K ﹤0.01%
+6
344
$2.73K ﹤0.01%
+16
345
$2.73K ﹤0.01%
+113
346
$2.73K ﹤0.01%
+17
347
$2.73K ﹤0.01%
+12
348
$2.72K ﹤0.01%
+23
349
$2.72K ﹤0.01%
+60
350
$2.69K ﹤0.01%
+6
12 13
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