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
701
$1.01K ﹤0.01%
+27
702
$1.01K ﹤0.01%
+14
703
$1K ﹤0.01%
+18
704
$1K ﹤0.01%
+16
705
$1K ﹤0.01%
+13
706
$996 ﹤0.01%
+5
707
$994 ﹤0.01%
+34
708
$988 ﹤0.01%
+17
709
$984 ﹤0.01%
+17
710
$976 ﹤0.01%
+9
711
$973 ﹤0.01%
+11
712
$973 ﹤0.01%
+5
713
$969 ﹤0.01%
+5
714
$968 ﹤0.01%
+12
715
$967 ﹤0.01%
+29
716
$963 ﹤0.01%
+5
717
$962 ﹤0.01%
+8
718
$961 ﹤0.01%
+13
719
$961 ﹤0.01%
+20
720
$958 ﹤0.01%
+26
721
$956 ﹤0.01%
+14
722
$955 ﹤0.01%
+21
723
$953 ﹤0.01%
+18
724
$953 ﹤0.01%
+11
725
$952 ﹤0.01%
+5
27 28
29
30 31