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
1001
$468 ﹤0.01%
+5
1002
$466 ﹤0.01%
+16
1003
$462 ﹤0.01%
+11
1004
$462 ﹤0.01%
+5
1005
$461 ﹤0.01%
+7
1006
$461 ﹤0.01%
+8
1007
$460 ﹤0.01%
+10
1008
$460 ﹤0.01%
+10
1009
$459 ﹤0.01%
+13
1010
$459 ﹤0.01%
+11
1011
$459 ﹤0.01%
+18
1012
$457 ﹤0.01%
+6
1013
$457 ﹤0.01%
+18
1014
$457 ﹤0.01%
+11
1015
$456 ﹤0.01%
+6
1016
$456 ﹤0.01%
+16
1017
$454 ﹤0.01%
+4
1018
$454 ﹤0.01%
+6
1019
$452 ﹤0.01%
+9
1020
$448 ﹤0.01%
+9
1021
$446 ﹤0.01%
+10
1022
$445 ﹤0.01%
+11
1023
$445 ﹤0.01%
+3
1024
$444 ﹤0.01%
+12
1025
$444 ﹤0.01%
+7
39 40
41
42 43