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
726
$947 ﹤0.01%
+19
727
$947 ﹤0.01%
+19
728
$946 ﹤0.01%
+47
729
$945 ﹤0.01%
+7
730
$942 ﹤0.01%
+15
731
$936 ﹤0.01%
+39
732
$932 ﹤0.01%
+14
733
$931 ﹤0.01%
+16
734
$928 ﹤0.01%
+24
735
$924 ﹤0.01%
+24
736
$920 ﹤0.01%
+18
737
$910 ﹤0.01%
+11
738
$909 ﹤0.01%
+8
739
$909 ﹤0.01%
+12
740
$908 ﹤0.01%
+18
741
$906 ﹤0.01%
+10
742
$905 ﹤0.01%
+17
743
$904 ﹤0.01%
+24
744
$899 ﹤0.01%
+5
745
$897 ﹤0.01%
+13
746
$895 ﹤0.01%
+5
747
$892 ﹤0.01%
+39
748
$890 ﹤0.01%
+13
749
$885 ﹤0.01%
+14
750
$885 ﹤0.01%
+12
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