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
1076
$370 ﹤0.01%
+10
1077
$365 ﹤0.01%
+3
1078
$365 ﹤0.01%
+5
1079
$363 ﹤0.01%
+13
1080
$363 ﹤0.01%
+11
1081
$362 ﹤0.01%
+6
1082
$362 ﹤0.01%
+5
1083
$361 ﹤0.01%
+22
1084
$359 ﹤0.01%
+5
1085
$357 ﹤0.01%
+26
1086
$357 ﹤0.01%
+5
1087
$357 ﹤0.01%
+7
1088
$353 ﹤0.01%
+4
1089
$346 ﹤0.01%
+24
1090
$346 ﹤0.01%
+13
1091
$340 ﹤0.01%
+4
1092
$338 ﹤0.01%
+5
1093
$338 ﹤0.01%
+17
1094
$335 ﹤0.01%
+2
1095
$334 ﹤0.01%
+4
1096
$333 ﹤0.01%
+2
1097
$332 ﹤0.01%
+2
1098
$331 ﹤0.01%
+5
1099
$328 ﹤0.01%
+5
1100
$327 ﹤0.01%
+5
42 43
44
45 46