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
876
$652 ﹤0.01%
+8
877
$652 ﹤0.01%
+18
878
$652 ﹤0.01%
+6
879
$652 ﹤0.01%
+6
880
$651 ﹤0.01%
+3
881
$649 ﹤0.01%
+11
882
$648 ﹤0.01%
+28
883
$648 ﹤0.01%
+27
884
$648 ﹤0.01%
+9
885
$646 ﹤0.01%
+19
886
$645 ﹤0.01%
+45
887
$644 ﹤0.01%
+19
888
$644 ﹤0.01%
+20
889
$643 ﹤0.01%
+18
890
$638 ﹤0.01%
+7
891
$637 ﹤0.01%
+8
892
$636 ﹤0.01%
+37
893
$636 ﹤0.01%
+15
894
$633 ﹤0.01%
+11
895
$632 ﹤0.01%
+13
896
$629 ﹤0.01%
+5
897
$627 ﹤0.01%
+15
898
$625 ﹤0.01%
+5
899
$623 ﹤0.01%
+3
900
$615 ﹤0.01%
+12
34 35
36
37 38