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
601
$1.31K ﹤0.01%
+14
602
$1.31K ﹤0.01%
+11
603
$1.31K ﹤0.01%
+11
604
$1.31K ﹤0.01%
+7
605
$1.31K ﹤0.01%
+15
606
$1.29K ﹤0.01%
+10
607
$1.29K ﹤0.01%
+4
608
$1.29K ﹤0.01%
+12
609
$1.29K ﹤0.01%
+17
610
$1.28K ﹤0.01%
+23
611
$1.28K ﹤0.01%
+8
612
$1.28K ﹤0.01%
+5
613
$1.27K ﹤0.01%
+66
614
$1.26K ﹤0.01%
+6
615
$1.26K ﹤0.01%
+9
616
$1.26K ﹤0.01%
+12
617
$1.25K ﹤0.01%
+3
618
$1.25K ﹤0.01%
+8
619
$1.25K ﹤0.01%
+19
620
$1.25K ﹤0.01%
+5
621
$1.25K ﹤0.01%
+16
622
$1.24K ﹤0.01%
+19
623
$1.24K ﹤0.01%
+34
624
$1.24K ﹤0.01%
+15
625
$1.24K ﹤0.01%
+6
23 24
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