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
176
$9.86K ﹤0.01%
+36
177
$9.72K ﹤0.01%
+57
178
$9.57K ﹤0.01%
+114
179
$9.4K ﹤0.01%
+120
180
$9.13K ﹤0.01%
+88
181
$8.95K ﹤0.01%
+34
182
$8.87K ﹤0.01%
+23
183
$8.85K ﹤0.01%
+95
184
$8.78K ﹤0.01%
+10
185
$8.78K ﹤0.01%
+433
186
$8.62K ﹤0.01%
+168
187
$8.58K ﹤0.01%
+102
188
$8.29K ﹤0.01%
+490
189
$8.2K ﹤0.01%
+96
190
$8.06K ﹤0.01%
+43
191
$7.54K ﹤0.01%
+47
192
$7.46K ﹤0.01%
+9
193
$7.43K ﹤0.01%
+14
194
$7.41K ﹤0.01%
+16
195
$7.2K ﹤0.01%
+62
196
$7.17K ﹤0.01%
+96
197
$7.16K ﹤0.01%
+670
198
$7.14K ﹤0.01%
+47
199
$7.14K ﹤0.01%
+41
200
$7.03K ﹤0.01%
+89
6 7
8
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