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
851
$689 ﹤0.01%
+7
852
$688 ﹤0.01%
+11
853
$685 ﹤0.01%
+6
854
$681 ﹤0.01%
+5
855
$681 ﹤0.01%
+6
856
$677 ﹤0.01%
+7
857
$677 ﹤0.01%
+18
858
$676 ﹤0.01%
+8
859
$676 ﹤0.01%
+18
860
$673 ﹤0.01%
+11
861
$672 ﹤0.01%
+66
862
$670 ﹤0.01%
+22
863
$669 ﹤0.01%
+26
864
$668 ﹤0.01%
+8
865
$667 ﹤0.01%
+6
866
$666 ﹤0.01%
+5
867
$665 ﹤0.01%
+12
868
$664 ﹤0.01%
+7
869
$663 ﹤0.01%
+52
870
$662 ﹤0.01%
+5
871
$661 ﹤0.01%
+5
872
$659 ﹤0.01%
+5
873
$657 ﹤0.01%
+23
874
$654 ﹤0.01%
+13
875
$653 ﹤0.01%
+5
33 34
35
36 37