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
1326
$96 ﹤0.01%
+5
1327
$93 ﹤0.01%
+2
1328
$90 ﹤0.01%
+15
1329
$89 ﹤0.01%
+5
1330
$89 ﹤0.01%
+5
1331
$88 ﹤0.01%
+9
1332
$88 ﹤0.01%
+5
1333
$87 ﹤0.01%
+3
1334
$87 ﹤0.01%
+6
1335
$86 ﹤0.01%
+4
1336
$85 ﹤0.01%
+6
1337
$84 ﹤0.01%
+9
1338
$84 ﹤0.01%
+5
1339
$81 ﹤0.01%
+3
1340
$80 ﹤0.01%
+5
1341
$79 ﹤0.01%
+9
1342
$79 ﹤0.01%
+4
1343
$76 ﹤0.01%
+3
1344
$75 ﹤0.01%
+3
1345
$74 ﹤0.01%
+4
1346
$71 ﹤0.01%
+7
1347
$71 ﹤0.01%
+5
1348
$67 ﹤0.01%
+2
1349
$66 ﹤0.01%
+9
1350
$64 ﹤0.01%
+3
52 53
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