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
1176
$250 ﹤0.01%
+4
1177
$247 ﹤0.01%
+9
1178
$246 ﹤0.01%
+15
1179
$244 ﹤0.01%
+4
1180
$244 ﹤0.01%
+17
1181
$243 ﹤0.01%
+8
1182
$242 ﹤0.01%
+7
1183
$241 ﹤0.01%
+12
1184
$238 ﹤0.01%
+5
1185
$236 ﹤0.01%
+7
1186
$236 ﹤0.01%
+16
1187
$235 ﹤0.01%
+6
1188
$230 ﹤0.01%
+4
1189
$229 ﹤0.01%
+15
1190
$229 ﹤0.01%
+7
1191
$229 ﹤0.01%
+5
1192
$229 ﹤0.01%
+7
1193
$228 ﹤0.01%
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1194
$227 ﹤0.01%
+5
1195
$227 ﹤0.01%
+6
1196
$227 ﹤0.01%
+5
1197
$226 ﹤0.01%
+6
1198
$226 ﹤0.01%
+9
1199
$225 ﹤0.01%
+1
1200
$225 ﹤0.01%
+8
46 47
48
49 50