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
801
$776 ﹤0.01%
+9
802
$776 ﹤0.01%
+6
803
$775 ﹤0.01%
+3
804
$774 ﹤0.01%
+27
805
$773 ﹤0.01%
+10
806
$772 ﹤0.01%
+5
807
$770 ﹤0.01%
+9
808
$770 ﹤0.01%
+3
809
$766 ﹤0.01%
+17
810
$760 ﹤0.01%
+51
811
$759 ﹤0.01%
+10
812
$757 ﹤0.01%
+7
813
$756 ﹤0.01%
+40
814
$755 ﹤0.01%
+15
815
$752 ﹤0.01%
+20
816
$751 ﹤0.01%
+16
817
$750 ﹤0.01%
+69
818
$745 ﹤0.01%
+5
819
$744 ﹤0.01%
+54
820
$742 ﹤0.01%
+18
821
$741 ﹤0.01%
+35
822
$739 ﹤0.01%
+9
823
$737 ﹤0.01%
+20
824
$736 ﹤0.01%
+51
825
$734 ﹤0.01%
+20
31 32
33
34 35