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
126
$23.6K ﹤0.01%
+59
127
$22.4K ﹤0.01%
+1,154
128
$21.7K ﹤0.01%
+228
129
$20.5K ﹤0.01%
+876
130
$20.4K ﹤0.01%
+282
131
$20K ﹤0.01%
+122
132
$19.6K ﹤0.01%
+377
133
$18.7K ﹤0.01%
+317
134
$18.7K ﹤0.01%
+199
135
$18.6K ﹤0.01%
+32
136
$17.8K ﹤0.01%
+27
137
$17.6K ﹤0.01%
+71
138
$17.3K ﹤0.01%
+130
139
$17.1K ﹤0.01%
+395
140
$17K ﹤0.01%
+100
141
$17K ﹤0.01%
+316
142
$16.6K ﹤0.01%
+274
143
$16.4K ﹤0.01%
+101
144
$16.1K ﹤0.01%
+27
145
$15.7K ﹤0.01%
+120
146
$15.5K ﹤0.01%
+378
147
$14.7K ﹤0.01%
+227
148
$14.7K ﹤0.01%
+156
149
$14.2K ﹤0.01%
+409
150
$14K ﹤0.01%
+1,379
4 5
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