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
1151
$272 ﹤0.01%
+5
1152
$270 ﹤0.01%
+19
1153
$270 ﹤0.01%
+5
1154
$270 ﹤0.01%
+10
1155
$270 ﹤0.01%
+5
1156
$269 ﹤0.01%
+10
1157
$269 ﹤0.01%
+2
1158
$268 ﹤0.01%
+5
1159
$266 ﹤0.01%
+2
1160
$266 ﹤0.01%
+16
1161
$265 ﹤0.01%
+5
1162
$265 ﹤0.01%
+5
1163
$264 ﹤0.01%
+8
1164
$264 ﹤0.01%
+12
1165
$264 ﹤0.01%
+8
1166
$262 ﹤0.01%
+5
1167
$262 ﹤0.01%
+11
1168
$261 ﹤0.01%
+2
1169
$261 ﹤0.01%
+3
1170
$261 ﹤0.01%
+5
1171
$260 ﹤0.01%
+5
1172
$255 ﹤0.01%
+5
1173
$252 ﹤0.01%
+1
1174
$251 ﹤0.01%
+13
1175
$251 ﹤0.01%
+13
45 46
47
48 49