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
376
$2.42K ﹤0.01%
+3
377
$2.4K ﹤0.01%
+31
378
$2.39K ﹤0.01%
+6
379
$2.39K ﹤0.01%
+30
380
$2.39K ﹤0.01%
+5
381
$2.36K ﹤0.01%
+17
382
$2.36K ﹤0.01%
+30
383
$2.35K ﹤0.01%
+16
384
$2.35K ﹤0.01%
+7
385
$2.34K ﹤0.01%
+22
386
$2.33K ﹤0.01%
+50
387
$2.33K ﹤0.01%
+25
388
$2.33K ﹤0.01%
+45
389
$2.33K ﹤0.01%
+33
390
$2.31K ﹤0.01%
+18
391
$2.29K ﹤0.01%
+50
392
$2.29K ﹤0.01%
+15
393
$2.29K ﹤0.01%
+18
394
$2.28K ﹤0.01%
+32
395
$2.27K ﹤0.01%
+10
396
$2.24K ﹤0.01%
+25
397
$2.23K ﹤0.01%
+10
398
$2.23K ﹤0.01%
+28
399
$2.22K ﹤0.01%
+17
400
$2.22K ﹤0.01%
+22
14 15
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