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
1276
$137 ﹤0.01%
+3
1277
$137 ﹤0.01%
+1
1278
$137 ﹤0.01%
+14
1279
$137 ﹤0.01%
+12
1280
$136 ﹤0.01%
+5
1281
$134 ﹤0.01%
+7
1282
$134 ﹤0.01%
+30
1283
$134 ﹤0.01%
+1
1284
$133 ﹤0.01%
+10
1285
$133 ﹤0.01%
+8
1286
$131 ﹤0.01%
+2
1287
$131 ﹤0.01%
+2
1288
$130 ﹤0.01%
+6
1289
$130 ﹤0.01%
+6
1290
$128 ﹤0.01%
+5
1291
$126 ﹤0.01%
+28
1292
$126 ﹤0.01%
+7
1293
$125 ﹤0.01%
+2
1294
$124 ﹤0.01%
+14
1295
$124 ﹤0.01%
+2
1296
$122 ﹤0.01%
+4
1297
$122 ﹤0.01%
+4
1298
$120 ﹤0.01%
+11
1299
$120 ﹤0.01%
+7
1300
$118 ﹤0.01%
+7
50 51
52
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