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
976
$510 ﹤0.01%
+5
977
$508 ﹤0.01%
+13
978
$508 ﹤0.01%
+5
979
$500 ﹤0.01%
+25
980
$499 ﹤0.01%
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981
$499 ﹤0.01%
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982
$499 ﹤0.01%
+24
983
$498 ﹤0.01%
+12
984
$496 ﹤0.01%
+5
985
$496 ﹤0.01%
+10
986
$493 ﹤0.01%
+4
987
$492 ﹤0.01%
+5
988
$492 ﹤0.01%
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989
$492 ﹤0.01%
+20
990
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+8
991
$486 ﹤0.01%
+9
992
$485 ﹤0.01%
+16
993
$485 ﹤0.01%
+26
994
$485 ﹤0.01%
+250
995
$484 ﹤0.01%
+14
996
$484 ﹤0.01%
+21
997
$479 ﹤0.01%
+6
998
$472 ﹤0.01%
+18
999
$470 ﹤0.01%
+21
1000
$469 ﹤0.01%
+7
38 39
40
41 42