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
1051
$403 ﹤0.01%
+14
1052
$402 ﹤0.01%
+11
1053
$400 ﹤0.01%
+83
1054
$399 ﹤0.01%
+43
1055
$395 ﹤0.01%
+27
1056
$395 ﹤0.01%
+5
1057
$393 ﹤0.01%
+4
1058
$393 ﹤0.01%
+7
1059
$392 ﹤0.01%
+9
1060
$392 ﹤0.01%
+4
1061
$388 ﹤0.01%
+11
1062
$384 ﹤0.01%
+5
1063
$382 ﹤0.01%
+7
1064
$381 ﹤0.01%
+4
1065
$379 ﹤0.01%
+5
1066
$379 ﹤0.01%
+5
1067
$379 ﹤0.01%
+4
1068
$379 ﹤0.01%
+8
1069
$377 ﹤0.01%
+20
1070
$375 ﹤0.01%
+9
1071
$375 ﹤0.01%
+6
1072
$374 ﹤0.01%
+4
1073
$374 ﹤0.01%
+10
1074
$371 ﹤0.01%
+10
1075
$371 ﹤0.01%
+6
41 42
43
44 45