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
751
$885 ﹤0.01%
+25
752
$884 ﹤0.01%
+26
753
$884 ﹤0.01%
+16
754
$883 ﹤0.01%
+8
755
$881 ﹤0.01%
+21
756
$881 ﹤0.01%
+10
757
$879 ﹤0.01%
+20
758
$875 ﹤0.01%
+5
759
$872 ﹤0.01%
+31
760
$869 ﹤0.01%
+12
761
$868 ﹤0.01%
+8
762
$866 ﹤0.01%
+6
763
$865 ﹤0.01%
+6
764
$864 ﹤0.01%
+11
765
$860 ﹤0.01%
+16
766
$857 ﹤0.01%
+10
767
$856 ﹤0.01%
+5
768
$856 ﹤0.01%
+10
769
$854 ﹤0.01%
+4
770
$852 ﹤0.01%
+62
771
$845 ﹤0.01%
+11
772
$845 ﹤0.01%
+50
773
$842 ﹤0.01%
+44
774
$839 ﹤0.01%
+10
775
$837 ﹤0.01%
+17
29 30
31
32 33