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
1226
$198 ﹤0.01%
+7
1227
$198 ﹤0.01%
+3
1228
$197 ﹤0.01%
+13
1229
$195 ﹤0.01%
+17
1230
$194 ﹤0.01%
+7
1231
$194 ﹤0.01%
+4
1232
$193 ﹤0.01%
+7
1233
$189 ﹤0.01%
+5
1234
$186 ﹤0.01%
+2
1235
$186 ﹤0.01%
+15
1236
$185 ﹤0.01%
+6
1237
$184 ﹤0.01%
+3
1238
$184 ﹤0.01%
+5
1239
$183 ﹤0.01%
+3
1240
$183 ﹤0.01%
+8
1241
$177 ﹤0.01%
+5
1242
$176 ﹤0.01%
+21
1243
$174 ﹤0.01%
+17
1244
$171 ﹤0.01%
+12
1245
$170 ﹤0.01%
+4
1246
$169 ﹤0.01%
+5
1247
$169 ﹤0.01%
+5
1248
$167 ﹤0.01%
+9
1249
$167 ﹤0.01%
+5
1250
$166 ﹤0.01%
+7
48 49
50
51 52