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
1301
$118 ﹤0.01%
+5
1302
$117 ﹤0.01%
+6
1303
$117 ﹤0.01%
+5
1304
$115 ﹤0.01%
+8
1305
$114 ﹤0.01%
+4
1306
$114 ﹤0.01%
+7
1307
$113 ﹤0.01%
+2
1308
$113 ﹤0.01%
+9
1309
$113 ﹤0.01%
+3
1310
$110 ﹤0.01%
+30
1311
$109 ﹤0.01%
+5
1312
$109 ﹤0.01%
+5
1313
$109 ﹤0.01%
+7
1314
$108 ﹤0.01%
+11
1315
$107 ﹤0.01%
+7
1316
$107 ﹤0.01%
+2
1317
$106 ﹤0.01%
+7
1318
$104 ﹤0.01%
+4
1319
$102 ﹤0.01%
+9
1320
$102 ﹤0.01%
+13
1321
$101 ﹤0.01%
+4
1322
$100 ﹤0.01%
+8
1323
$98 ﹤0.01%
+3
1324
$97 ﹤0.01%
+3
1325
$96 ﹤0.01%
+3
51 52
53
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