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
451
$1.93K ﹤0.01%
+12
452
$1.93K ﹤0.01%
+11
453
$1.92K ﹤0.01%
+7
454
$1.92K ﹤0.01%
+19
455
$1.92K ﹤0.01%
+35
456
$1.91K ﹤0.01%
+25
457
$1.9K ﹤0.01%
+17
458
$1.89K ﹤0.01%
+58
459
$1.89K ﹤0.01%
+20
460
$1.89K ﹤0.01%
+8
461
$1.89K ﹤0.01%
+49
462
$1.89K ﹤0.01%
+48
463
$1.87K ﹤0.01%
+93
464
$1.87K ﹤0.01%
+5
465
$1.86K ﹤0.01%
+56
466
$1.86K ﹤0.01%
+18
467
$1.86K ﹤0.01%
+30
468
$1.85K ﹤0.01%
+38
469
$1.85K ﹤0.01%
+21
470
$1.84K ﹤0.01%
+30
471
$1.84K ﹤0.01%
+32
472
$1.84K ﹤0.01%
+6
473
$1.83K ﹤0.01%
+30
474
$1.83K ﹤0.01%
+15
475
$1.83K ﹤0.01%
+19
17 18
19
20 21