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
576
$1.37K ﹤0.01%
+34
577
$1.37K ﹤0.01%
+14
578
$1.37K ﹤0.01%
+18
579
$1.37K ﹤0.01%
+11
580
$1.37K ﹤0.01%
+17
581
$1.37K ﹤0.01%
+5
582
$1.36K ﹤0.01%
+11
583
$1.36K ﹤0.01%
+11
584
$1.36K ﹤0.01%
+46
585
$1.35K ﹤0.01%
+21
586
$1.35K ﹤0.01%
+27
587
$1.35K ﹤0.01%
+12
588
$1.34K ﹤0.01%
+11
589
$1.34K ﹤0.01%
+11
590
$1.34K ﹤0.01%
+7
591
$1.34K ﹤0.01%
+5
592
$1.33K ﹤0.01%
+37
593
$1.32K ﹤0.01%
+10
594
$1.32K ﹤0.01%
+11
595
$1.32K ﹤0.01%
+25
596
$1.32K ﹤0.01%
+15
597
$1.32K ﹤0.01%
+7
598
$1.31K ﹤0.01%
+17
599
$1.31K ﹤0.01%
+23
600
$1.31K ﹤0.01%
+19
22 23
24
25 26