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
1376
$28 ﹤0.01%
+1
1377
$27 ﹤0.01%
+1
1378
$23 ﹤0.01%
+1
1379
$20 ﹤0.01%
+3
1380
$19 ﹤0.01%
+1
1381
$17 ﹤0.01%
+1
1382
$15 ﹤0.01%
+1
1383
$15 ﹤0.01%
+1
1384
$15 ﹤0.01%
+1
1385
$14 ﹤0.01%
+2
1386
$13 ﹤0.01%
+1
1387
$7 ﹤0.01%
+1
1388
0
1389
$5 ﹤0.01%
+1