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
351
$2.68K ﹤0.01%
+6
352
$2.67K ﹤0.01%
+26
353
$2.67K ﹤0.01%
+38
354
$2.64K ﹤0.01%
+35
355
$2.64K ﹤0.01%
+10
356
$2.63K ﹤0.01%
+100
357
$2.6K ﹤0.01%
+9
358
$2.59K ﹤0.01%
+12
359
$2.58K ﹤0.01%
+44
360
$2.54K ﹤0.01%
+20
361
$2.53K ﹤0.01%
+11
362
$2.52K ﹤0.01%
+41
363
$2.52K ﹤0.01%
+4
364
$2.5K ﹤0.01%
+27
365
$2.5K ﹤0.01%
+5
366
$2.48K ﹤0.01%
+16
367
$2.48K ﹤0.01%
+7
368
$2.47K ﹤0.01%
+10
369
$2.46K ﹤0.01%
+7
370
$2.46K ﹤0.01%
+18
371
$2.46K ﹤0.01%
+19
372
$2.45K ﹤0.01%
+5
373
$2.43K ﹤0.01%
+20
374
$2.43K ﹤0.01%
+31
375
$2.42K ﹤0.01%
+10
13 14
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