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
826
$733 ﹤0.01%
+67
827
$732 ﹤0.01%
+4
828
$730 ﹤0.01%
+9
829
$730 ﹤0.01%
+11
830
$730 ﹤0.01%
+10
831
$729 ﹤0.01%
+21
832
$728 ﹤0.01%
+4
833
$724 ﹤0.01%
+16
834
$724 ﹤0.01%
+9
835
$718 ﹤0.01%
+16
836
$718 ﹤0.01%
+6
837
$717 ﹤0.01%
+105
838
$714 ﹤0.01%
+16
839
$713 ﹤0.01%
+5
840
$710 ﹤0.01%
+23
841
$709 ﹤0.01%
+10
842
$709 ﹤0.01%
+7
843
$707 ﹤0.01%
+13
844
$704 ﹤0.01%
+19
845
$700 ﹤0.01%
+17
846
$697 ﹤0.01%
+5
847
$695 ﹤0.01%
+14
848
$694 ﹤0.01%
+11
849
$692 ﹤0.01%
+30
850
$692 ﹤0.01%
+10
32 33
34
35 36