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
901
$611 ﹤0.01%
+19
902
$610 ﹤0.01%
+14
903
$608 ﹤0.01%
+27
904
$608 ﹤0.01%
+24
905
$608 ﹤0.01%
+5
906
$607 ﹤0.01%
+8
907
$607 ﹤0.01%
+18
908
$605 ﹤0.01%
+5
909
$604 ﹤0.01%
+24
910
$602 ﹤0.01%
+5
911
$601 ﹤0.01%
+11
912
$600 ﹤0.01%
+9
913
$597 ﹤0.01%
+6
914
$596 ﹤0.01%
+9
915
$595 ﹤0.01%
+4
916
$591 ﹤0.01%
+5
917
$590 ﹤0.01%
+12
918
$587 ﹤0.01%
+5
919
$587 ﹤0.01%
+5
920
$586 ﹤0.01%
+5
921
$585 ﹤0.01%
+1
922
$585 ﹤0.01%
+13
923
$584 ﹤0.01%
+6
924
$583 ﹤0.01%
+7
925
$583 ﹤0.01%
+7
35 36
37
38 39