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
201
$6.99K ﹤0.01%
+6
202
$6.92K ﹤0.01%
+17
203
$6.91K ﹤0.01%
+15
204
$6.88K ﹤0.01%
+12
205
$6.83K ﹤0.01%
+80
206
$6.81K ﹤0.01%
+58
207
$6.79K ﹤0.01%
+189
208
$6.73K ﹤0.01%
+62
209
$6.72K ﹤0.01%
+83
210
$6.64K ﹤0.01%
+68
211
$6.61K ﹤0.01%
+15
212
$6.47K ﹤0.01%
+41
213
$6.45K ﹤0.01%
+41
214
$6.3K ﹤0.01%
+134
215
$6.29K ﹤0.01%
+33
216
$6.27K ﹤0.01%
+100
217
$6.2K ﹤0.01%
+419
218
$6.16K ﹤0.01%
+66
219
$6.08K ﹤0.01%
+16
220
$6.07K ﹤0.01%
+6
221
$6.03K ﹤0.01%
+40
222
$5.89K ﹤0.01%
+37
223
$5.88K ﹤0.01%
+57
224
$5.88K ﹤0.01%
+242
225
$5.85K ﹤0.01%
+24
7 8
9
10 11