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
626
$1.24K ﹤0.01%
+20
627
$1.23K ﹤0.01%
+9
628
$1.23K ﹤0.01%
+69
629
$1.23K ﹤0.01%
+10
630
$1.23K ﹤0.01%
+9
631
$1.22K ﹤0.01%
+17
632
$1.22K ﹤0.01%
+15
633
$1.22K ﹤0.01%
+24
634
$1.21K ﹤0.01%
+10
635
$1.21K ﹤0.01%
+49
636
$1.21K ﹤0.01%
+97
637
$1.2K ﹤0.01%
+15
638
$1.2K ﹤0.01%
+20
639
$1.2K ﹤0.01%
+18
640
$1.2K ﹤0.01%
+45
641
$1.19K ﹤0.01%
+4
642
$1.19K ﹤0.01%
+5
643
$1.18K ﹤0.01%
+5
644
$1.18K ﹤0.01%
+24
645
$1.18K ﹤0.01%
+6
646
$1.18K ﹤0.01%
+58
647
$1.17K ﹤0.01%
+23
648
$1.17K ﹤0.01%
+5
649
$1.17K ﹤0.01%
+6
650
$1.16K ﹤0.01%
+51
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