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
926
$583 ﹤0.01%
+2
927
$582 ﹤0.01%
+9
928
$579 ﹤0.01%
+14
929
$578 ﹤0.01%
+100
930
$576 ﹤0.01%
+5
931
$576 ﹤0.01%
+5
932
$572 ﹤0.01%
+7
933
$572 ﹤0.01%
+13
934
$570 ﹤0.01%
+11
935
$569 ﹤0.01%
+10
936
$569 ﹤0.01%
+10
937
$566 ﹤0.01%
+6
938
$564 ﹤0.01%
+19
939
$554 ﹤0.01%
+23
940
$553 ﹤0.01%
+17
941
$552 ﹤0.01%
+17
942
$552 ﹤0.01%
+16
943
$551 ﹤0.01%
+9
944
$548 ﹤0.01%
+5
945
$548 ﹤0.01%
+10
946
$548 ﹤0.01%
+10
947
$546 ﹤0.01%
+100
948
$545 ﹤0.01%
+5
949
$539 ﹤0.01%
+15
950
$538 ﹤0.01%
+7
36 37
38
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