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
401
$2.2K ﹤0.01%
+25
402
$2.2K ﹤0.01%
+10
403
$2.19K ﹤0.01%
+5
404
$2.19K ﹤0.01%
+18
405
$2.18K ﹤0.01%
+11
406
$2.18K ﹤0.01%
+49
407
$2.18K ﹤0.01%
+6
408
$2.17K ﹤0.01%
+54
409
$2.17K ﹤0.01%
+10
410
$2.17K ﹤0.01%
+25
411
$2.15K ﹤0.01%
+14
412
$2.14K ﹤0.01%
+5
413
$2.12K ﹤0.01%
+29
414
$2.1K ﹤0.01%
+24
415
$2.1K ﹤0.01%
+12
416
$2.09K ﹤0.01%
+48
417
$2.09K ﹤0.01%
+29
418
$2.09K ﹤0.01%
+12
419
$2.08K ﹤0.01%
+24
420
$2.08K ﹤0.01%
+46
421
$2.07K ﹤0.01%
+25
422
$2.07K ﹤0.01%
+15
423
$2.07K ﹤0.01%
+13
424
$2.06K ﹤0.01%
+54
425
$2.06K ﹤0.01%
+5
15 16
17
18 19