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
776
$836 ﹤0.01%
+10
777
$835 ﹤0.01%
+11
778
$835 ﹤0.01%
+25
779
$832 ﹤0.01%
+5
780
$831 ﹤0.01%
+15
781
$828 ﹤0.01%
+8
782
$825 ﹤0.01%
+5
783
$825 ﹤0.01%
+9
784
$822 ﹤0.01%
+16
785
$817 ﹤0.01%
+11
786
$815 ﹤0.01%
+27
787
$814 ﹤0.01%
+20
788
$813 ﹤0.01%
+12
789
$813 ﹤0.01%
+5
790
$810 ﹤0.01%
+10
791
$806 ﹤0.01%
+10
792
$804 ﹤0.01%
+28
793
$804 ﹤0.01%
+23
794
$796 ﹤0.01%
+15
795
$796 ﹤0.01%
+4
796
$795 ﹤0.01%
+10
797
$793 ﹤0.01%
+6
798
$783 ﹤0.01%
+14
799
$779 ﹤0.01%
+3
800
$777 ﹤0.01%
+14
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