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
1351
$61 ﹤0.01%
+2
1352
$61 ﹤0.01%
+4
1353
$60 ﹤0.01%
+2
1354
$60 ﹤0.01%
+1
1355
$59 ﹤0.01%
+1
1356
$57 ﹤0.01%
+13
1357
$54 ﹤0.01%
+1
1358
$54 ﹤0.01%
+8
1359
$52 ﹤0.01%
+7
1360
$51 ﹤0.01%
+5
1361
$50 ﹤0.01%
+13
1362
$45 ﹤0.01%
+1
1363
$45 ﹤0.01%
+1
1364
$44 ﹤0.01%
+2
1365
$43 ﹤0.01%
+3
1366
$40 ﹤0.01%
+4
1367
$36 ﹤0.01%
+1
1368
$36 ﹤0.01%
+1
1369
$35 ﹤0.01%
+5
1370
– –
0
1371
$34 ﹤0.01%
+5
1372
$34 ﹤0.01%
+3
1373
$33 ﹤0.01%
+2
1374
$32 ﹤0.01%
+7
1375
$32 ﹤0.01%
+3
52 53 54
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