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
426
$2.06K ﹤0.01%
+18
427
$2.06K ﹤0.01%
+10
428
$2.06K ﹤0.01%
+10
429
$2.05K ﹤0.01%
+19
430
$2.04K ﹤0.01%
+48
431
$2.04K ﹤0.01%
+17
432
$2.02K ﹤0.01%
+12
433
$2.02K ﹤0.01%
+10
434
$2K ﹤0.01%
+7
435
$1.99K ﹤0.01%
+70
436
$1.99K ﹤0.01%
+48
437
$1.99K ﹤0.01%
+66
438
$1.98K ﹤0.01%
+18
439
$1.98K ﹤0.01%
+10
440
$1.98K ﹤0.01%
+34
441
$1.98K ﹤0.01%
+6
442
$1.97K ﹤0.01%
+12
443
$1.96K ﹤0.01%
+9
444
$1.96K ﹤0.01%
+35
445
$1.96K ﹤0.01%
+53
446
$1.95K ﹤0.01%
+13
447
$1.95K ﹤0.01%
+57
448
$1.94K ﹤0.01%
+12
449
$1.94K ﹤0.01%
+25
450
$1.93K ﹤0.01%
+21
16 17
18
19 20