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
676
$1.07K ﹤0.01%
+16
677
$1.07K ﹤0.01%
+25
678
$1.07K ﹤0.01%
+7
679
$1.07K ﹤0.01%
+74
680
$1.06K ﹤0.01%
+11
681
$1.06K ﹤0.01%
+14
682
$1.06K ﹤0.01%
+87
683
$1.05K ﹤0.01%
+46
684
$1.05K ﹤0.01%
+14
685
$1.04K ﹤0.01%
+6
686
$1.04K ﹤0.01%
+5
687
$1.04K ﹤0.01%
+22
688
$1.04K ﹤0.01%
+14
689
$1.03K ﹤0.01%
+5
690
$1.03K ﹤0.01%
+7
691
$1.03K ﹤0.01%
+15
692
$1.03K ﹤0.01%
+21
693
$1.02K ﹤0.01%
+5
694
$1.02K ﹤0.01%
+49
695
$1.02K ﹤0.01%
+11
696
$1.02K ﹤0.01%
+11
697
$1.01K ﹤0.01%
+7
698
$1.01K ﹤0.01%
+7
699
$1.01K ﹤0.01%
+35
700
$1.01K ﹤0.01%
+10
26 27
28
29 30