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
951
$537 ﹤0.01%
+8
952
$536 ﹤0.01%
+14
953
$536 ﹤0.01%
+11
954
$535 ﹤0.01%
+9
955
$533 ﹤0.01%
+10
956
$532 ﹤0.01%
+5
957
$529 ﹤0.01%
+9
958
$529 ﹤0.01%
+10
959
$527 ﹤0.01%
+11
960
$526 ﹤0.01%
+23
961
$525 ﹤0.01%
+7
962
$525 ﹤0.01%
+13
963
$525 ﹤0.01%
+26
964
$522 ﹤0.01%
+10
965
$522 ﹤0.01%
+10
966
$521 ﹤0.01%
+17
967
$519 ﹤0.01%
+4
968
$519 ﹤0.01%
+13
969
$517 ﹤0.01%
+6
970
$513 ﹤0.01%
+43
971
$512 ﹤0.01%
+14
972
$511 ﹤0.01%
+31
973
$510 ﹤0.01%
+13
974
$510 ﹤0.01%
+8
975
$510 ﹤0.01%
+6
37 38
39
40 41