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
651
$1.16K ﹤0.01%
+12
652
$1.15K ﹤0.01%
+6
653
$1.14K ﹤0.01%
+32
654
$1.14K ﹤0.01%
+8
655
$1.12K ﹤0.01%
+10
656
$1.11K ﹤0.01%
+23
657
$1.11K ﹤0.01%
+5
658
$1.11K ﹤0.01%
+23
659
$1.1K ﹤0.01%
+6
660
$1.1K ﹤0.01%
+13
661
$1.1K ﹤0.01%
+4
662
$1.1K ﹤0.01%
+10
663
$1.09K ﹤0.01%
+11
664
$1.09K ﹤0.01%
+33
665
$1.09K ﹤0.01%
+10
666
$1.09K ﹤0.01%
+12
667
$1.09K ﹤0.01%
+38
668
$1.09K ﹤0.01%
+11
669
$1.08K ﹤0.01%
+10
670
$1.08K ﹤0.01%
+26
671
$1.08K ﹤0.01%
+25
672
$1.08K ﹤0.01%
+12
673
$1.08K ﹤0.01%
+33
674
$1.07K ﹤0.01%
+10
675
$1.07K ﹤0.01%
+5
25 26
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