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
$741M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,408
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$1.65M
3
+$1.19M
4
IOT icon
Samsara
IOT
+$1.1M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$511K

Top Sells

1
+$2.36M
2
+$1.75M
3
+$622K
4
NU icon
Nu Holdings
NU
+$345K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$318K

Sector Composition

1 Technology 0.81%
2 Financials 0.18%
3 Energy 0.13%
4 Communication Services 0.12%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.01K ﹤0.01%
6
-1
727
$1.01K ﹤0.01%
5
728
$1.01K ﹤0.01%
31
729
$1.01K ﹤0.01%
12
+2
730
$1.01K ﹤0.01%
26
+1
731
$1K ﹤0.01%
6
732
$995 ﹤0.01%
23
+2
733
$993 ﹤0.01%
5
734
$985 ﹤0.01%
+29
735
$984 ﹤0.01%
13
-3
736
$982 ﹤0.01%
22
+6
737
$982 ﹤0.01%
38
+8
738
$981 ﹤0.01%
5
+2
739
$976 ﹤0.01%
15
740
$964 ﹤0.01%
5
741
$964 ﹤0.01%
5
742
$963 ﹤0.01%
5
743
$960 ﹤0.01%
48
+1
744
$959 ﹤0.01%
44
745
$958 ﹤0.01%
19
+5
746
$957 ﹤0.01%
10
-1
747
$957 ﹤0.01%
49
-9
748
$955 ﹤0.01%
5
749
$946 ﹤0.01%
5
750
$945 ﹤0.01%
11
28 29
30
31 32