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
26
$1.91M 0.27%
+39,397
27
$1.8M 0.26%
+57,726
28
$1.25M 0.18%
+55,032
29
$1.23M 0.17%
+50,760
30
$1.14M 0.16%
+3,039
31
$1.03M 0.15%
+31,005
32
$946K 0.13%
+29,525
33
$778K 0.11%
+4,040
34
$747K 0.11%
+14,398
35
$653K 0.09%
+2,102
36
$641K 0.09%
+1,468
37
$622K 0.09%
+34,000
38
$388K 0.06%
+2,346
39
$386K 0.05%
+12,191
40
$385K 0.05%
+807
41
$370K 0.05%
+3,702
42
$351K 0.05%
+858
43
$345K 0.05%
+41,400
44
$251K 0.04%
+1,682
45
$220K 0.03%
+3,965
46
$213K 0.03%
+1,443
47
$209K 0.03%
+491
48
$181K 0.03%
+2,325
49
$153K 0.02%
+687
50
$150K 0.02%
+3,986
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2
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