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
751
$945 ﹤0.01%
10
752
$944 ﹤0.01%
41
+4
753
$942 ﹤0.01%
29
-3
754
$939 ﹤0.01%
20
755
$939 ﹤0.01%
4
+1
756
$936 ﹤0.01%
11
757
$934 ﹤0.01%
11
758
$933 ﹤0.01%
67
759
$933 ﹤0.01%
15
-1
760
$932 ﹤0.01%
12
+2
761
$926 ﹤0.01%
16
+2
762
$924 ﹤0.01%
14
763
$924 ﹤0.01%
25
764
$923 ﹤0.01%
7
765
$922 ﹤0.01%
11
+2
766
$921 ﹤0.01%
30
+1
767
$921 ﹤0.01%
14
+2
768
$920 ﹤0.01%
5
769
$919 ﹤0.01%
21
+1
770
$911 ﹤0.01%
10
-1
771
$902 ﹤0.01%
38
-1
772
$901 ﹤0.01%
+16
773
$901 ﹤0.01%
9
-1
774
$898 ﹤0.01%
8
775
$898 ﹤0.01%
13
-1
29 30
31
32 33