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
526
$1.61K ﹤0.01%
+18
527
$1.61K ﹤0.01%
+63
528
$1.6K ﹤0.01%
+3
529
$1.6K ﹤0.01%
+21
530
$1.57K ﹤0.01%
+55
531
$1.56K ﹤0.01%
+14
532
$1.56K ﹤0.01%
+6
533
$1.55K ﹤0.01%
+9
534
$1.55K ﹤0.01%
+13
535
$1.55K ﹤0.01%
+11
536
$1.54K ﹤0.01%
+13
537
$1.53K ﹤0.01%
+20
538
$1.53K ﹤0.01%
+25
539
$1.53K ﹤0.01%
+37
540
$1.52K ﹤0.01%
+5
541
$1.52K ﹤0.01%
+12
542
$1.52K ﹤0.01%
+14
543
$1.51K ﹤0.01%
+10
544
$1.51K ﹤0.01%
+58
545
$1.51K ﹤0.01%
+8
546
$1.51K ﹤0.01%
+39
547
$1.51K ﹤0.01%
+7
548
$1.51K ﹤0.01%
+12
549
$1.49K ﹤0.01%
+17
550
$1.49K ﹤0.01%
+29
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