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
1201
$224 ﹤0.01%
+3
1202
$223 ﹤0.01%
+15
1203
$223 ﹤0.01%
+6
1204
$223 ﹤0.01%
+7
1205
$222 ﹤0.01%
+4
1206
$221 ﹤0.01%
+5
1207
$220 ﹤0.01%
+6
1208
$220 ﹤0.01%
+20
1209
$219 ﹤0.01%
+5
1210
$218 ﹤0.01%
+3
1211
$218 ﹤0.01%
+9
1212
$216 ﹤0.01%
+5
1213
$214 ﹤0.01%
+25
1214
$214 ﹤0.01%
+1
1215
$212 ﹤0.01%
+12
1216
$210 ﹤0.01%
+10
1217
$210 ﹤0.01%
+20
1218
$209 ﹤0.01%
+7
1219
$207 ﹤0.01%
+5
1220
$206 ﹤0.01%
+3
1221
$206 ﹤0.01%
+28
1222
$206 ﹤0.01%
+19
1223
$201 ﹤0.01%
+5
1224
$200 ﹤0.01%
+5
1225
$199 ﹤0.01%
+17
47 48
49
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