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
151
$13.6K ﹤0.01%
+124
152
$13.4K ﹤0.01%
+232
153
$13.3K ﹤0.01%
+59
154
$13K ﹤0.01%
+45
155
$12.7K ﹤0.01%
+31
156
$12.4K ﹤0.01%
+607
157
$12.2K ﹤0.01%
+90
158
$11.4K ﹤0.01%
+14
159
$11.3K ﹤0.01%
+175
160
$11.2K ﹤0.01%
+23
161
$11K ﹤0.01%
+113
162
$10.8K ﹤0.01%
+44
163
$10.8K ﹤0.01%
+555
164
$10.8K ﹤0.01%
+36
165
$10.6K ﹤0.01%
+3
166
$10.5K ﹤0.01%
+132
167
$10.4K ﹤0.01%
+23
168
$10.3K ﹤0.01%
+52
169
$10.3K ﹤0.01%
+200
170
$10.2K ﹤0.01%
+74
171
$10.2K ﹤0.01%
+132
172
$10.2K ﹤0.01%
+189
173
$10K ﹤0.01%
+881
174
$9.88K ﹤0.01%
+76
175
$9.87K ﹤0.01%
+60
5 6
7
8 9