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
551
$1.48K ﹤0.01%
+31
552
$1.48K ﹤0.01%
+400
553
$1.47K ﹤0.01%
+9
554
$1.47K ﹤0.01%
+20
555
$1.47K ﹤0.01%
+17
556
$1.47K ﹤0.01%
+5
557
$1.46K ﹤0.01%
+10
558
$1.46K ﹤0.01%
+23
559
$1.45K ﹤0.01%
+49
560
$1.44K ﹤0.01%
+27
561
$1.43K ﹤0.01%
+23
562
$1.43K ﹤0.01%
+30
563
$1.43K ﹤0.01%
+74
564
$1.43K ﹤0.01%
+6
565
$1.42K ﹤0.01%
+28
566
$1.42K ﹤0.01%
+8
567
$1.42K ﹤0.01%
+24
568
$1.41K ﹤0.01%
+10
569
$1.41K ﹤0.01%
+13
570
$1.41K ﹤0.01%
+17
571
$1.4K ﹤0.01%
+32
572
$1.4K ﹤0.01%
+16
573
$1.39K ﹤0.01%
+11
574
$1.39K ﹤0.01%
+19
575
$1.38K ﹤0.01%
+9
21 22
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24 25