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
501
$1.72K ﹤0.01%
+31
502
$1.72K ﹤0.01%
+10
503
$1.72K ﹤0.01%
+24
504
$1.71K ﹤0.01%
+11
505
$1.71K ﹤0.01%
+8
506
$1.7K ﹤0.01%
+47
507
$1.7K ﹤0.01%
+42
508
$1.7K ﹤0.01%
+94
509
$1.69K ﹤0.01%
+17
510
$1.69K ﹤0.01%
+15
511
$1.69K ﹤0.01%
+92
512
$1.69K ﹤0.01%
+27
513
$1.68K ﹤0.01%
+37
514
$1.68K ﹤0.01%
+5
515
$1.67K ﹤0.01%
+14
516
$1.66K ﹤0.01%
+6
517
$1.65K ﹤0.01%
+5
518
$1.65K ﹤0.01%
+54
519
$1.64K ﹤0.01%
+23
520
$1.64K ﹤0.01%
+3
521
$1.64K ﹤0.01%
+4
522
$1.63K ﹤0.01%
+17
523
$1.63K ﹤0.01%
+96
524
$1.62K ﹤0.01%
+8
525
$1.62K ﹤0.01%
+5
19 20
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