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
476
$1.83K ﹤0.01%
+15
477
$1.82K ﹤0.01%
+15
478
$1.82K ﹤0.01%
+12
479
$1.81K ﹤0.01%
+22
480
$1.81K ﹤0.01%
+27
481
$1.8K ﹤0.01%
+54
482
$1.8K ﹤0.01%
+19
483
$1.79K ﹤0.01%
+10
484
$1.79K ﹤0.01%
+31
485
$1.79K ﹤0.01%
+31
486
$1.78K ﹤0.01%
+26
487
$1.78K ﹤0.01%
+29
488
$1.77K ﹤0.01%
+41
489
$1.77K ﹤0.01%
+10
490
$1.77K ﹤0.01%
+6
491
$1.76K ﹤0.01%
+60
492
$1.76K ﹤0.01%
+9
493
$1.75K ﹤0.01%
+100
494
$1.75K ﹤0.01%
+50
495
$1.75K ﹤0.01%
+181
496
$1.74K ﹤0.01%
+15
497
$1.74K ﹤0.01%
+47
498
$1.74K ﹤0.01%
+9
499
$1.73K ﹤0.01%
+16
500
$1.73K ﹤0.01%
+58
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