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
101
$44.2K 0.01%
+285
102
$40.5K 0.01%
+137
103
$38.6K 0.01%
+468
104
$38.4K 0.01%
+1,852
105
$37.9K 0.01%
+271
106
$37.2K 0.01%
+1,291
107
$34.2K ﹤0.01%
+851
108
$34K ﹤0.01%
+2,135
109
$33.3K ﹤0.01%
+660
110
$32.4K ﹤0.01%
+230
111
$32.4K ﹤0.01%
+224
112
$30.7K ﹤0.01%
+128
113
$30.6K ﹤0.01%
+974
114
$30.2K ﹤0.01%
+124
115
$29.3K ﹤0.01%
+196
116
$27.9K ﹤0.01%
+120
117
$27.6K ﹤0.01%
+106
118
$26.7K ﹤0.01%
+76
119
$25.8K ﹤0.01%
+1,337
120
$25.5K ﹤0.01%
+443
121
$25.2K ﹤0.01%
+226
122
$25.1K ﹤0.01%
+405
123
$25K ﹤0.01%
+40
124
$24.1K ﹤0.01%
+267
125
$23.9K ﹤0.01%
+99
3 4
5
6 7