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
1026
$442 ﹤0.01%
+5
1027
$442 ﹤0.01%
+5
1028
$440 ﹤0.01%
+5
1029
$436 ﹤0.01%
+11
1030
$434 ﹤0.01%
+60
1031
$434 ﹤0.01%
+3
1032
$434 ﹤0.01%
+10
1033
$433 ﹤0.01%
+23
1034
$432 ﹤0.01%
+68
1035
$428 ﹤0.01%
+5
1036
$425 ﹤0.01%
+6
1037
$424 ﹤0.01%
+5
1038
$419 ﹤0.01%
+18
1039
$417 ﹤0.01%
+22
1040
$415 ﹤0.01%
+20
1041
$413 ﹤0.01%
+5
1042
$413 ﹤0.01%
+21
1043
$410 ﹤0.01%
+16
1044
$409 ﹤0.01%
+5
1045
$408 ﹤0.01%
+5
1046
$407 ﹤0.01%
+24
1047
$404 ﹤0.01%
+1
1048
$404 ﹤0.01%
+6
1049
$403 ﹤0.01%
+5
1050
$403 ﹤0.01%
+30
40 41
42
43 44