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
1101
$326 ﹤0.01%
+5
1102
$325 ﹤0.01%
+16
1103
$325 ﹤0.01%
+10
1104
$324 ﹤0.01%
+5
1105
$324 ﹤0.01%
+30
1106
$323 ﹤0.01%
+4
1107
$322 ﹤0.01%
+9
1108
$322 ﹤0.01%
+82
1109
$322 ﹤0.01%
+11
1110
$321 ﹤0.01%
+48
1111
$321 ﹤0.01%
+10
1112
$320 ﹤0.01%
+15
1113
$320 ﹤0.01%
+10
1114
$317 ﹤0.01%
+11
1115
$317 ﹤0.01%
+3
1116
$315 ﹤0.01%
+5
1117
$315 ﹤0.01%
+6
1118
$314 ﹤0.01%
+2
1119
$313 ﹤0.01%
+5
1120
$311 ﹤0.01%
+6
1121
$309 ﹤0.01%
+4
1122
$309 ﹤0.01%
+9
1123
$308 ﹤0.01%
+10
1124
$307 ﹤0.01%
+11
1125
$306 ﹤0.01%
+9
43 44
45
46 47