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
51
$149K 0.02%
+417
52
$147K 0.02%
+2,880
53
$138K 0.02%
+196
54
$131K 0.02%
+865
55
$126K 0.02%
+4,390
56
$123K 0.02%
+725
57
$123K 0.02%
+2,806
58
$120K 0.02%
+2,386
59
$109K 0.02%
+1,004
60
$105K 0.01%
+3,107
61
$102K 0.01%
+653
62
$102K 0.01%
+438
63
$101K 0.01%
+2,901
64
$98K 0.01%
+930
65
$97.6K 0.01%
+322
66
$92.9K 0.01%
+492
67
$89.7K 0.01%
+1,873
68
$88.5K 0.01%
+909
69
$86.9K 0.01%
+1,235
70
$84.4K 0.01%
+780
71
$81.5K 0.01%
+526
72
$81.1K 0.01%
+544
73
$79.2K 0.01%
+1,129
74
$78.7K 0.01%
+1,462
75
$72.7K 0.01%
+138
1 2
3
4 5