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
1126
$305 ﹤0.01%
+4
1127
$302 ﹤0.01%
+3
1128
$300 ﹤0.01%
+4
1129
$300 ﹤0.01%
+10
1130
$298 ﹤0.01%
+5
1131
$295 ﹤0.01%
+3
1132
$292 ﹤0.01%
+8
1133
$290 ﹤0.01%
+5
1134
$289 ﹤0.01%
+10
1135
$289 ﹤0.01%
+4
1136
$288 ﹤0.01%
+23
1137
$287 ﹤0.01%
+11
1138
$287 ﹤0.01%
+8
1139
$286 ﹤0.01%
+8
1140
$286 ﹤0.01%
+5
1141
$285 ﹤0.01%
+14
1142
$285 ﹤0.01%
+1
1143
$284 ﹤0.01%
+11
1144
$284 ﹤0.01%
+5
1145
$282 ﹤0.01%
+7
1146
$282 ﹤0.01%
+5
1147
$278 ﹤0.01%
+15
1148
$275 ﹤0.01%
+6
1149
$273 ﹤0.01%
+6
1150
$273 ﹤0.01%
+15
44 45
46
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