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
776
$898 ﹤0.01%
11
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6
778
$895 ﹤0.01%
26
779
$893 ﹤0.01%
18
780
$892 ﹤0.01%
4
781
$891 ﹤0.01%
18
+1
782
$891 ﹤0.01%
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-2
783
$889 ﹤0.01%
27
784
$884 ﹤0.01%
19
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$883 ﹤0.01%
7
+1
786
$879 ﹤0.01%
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787
$879 ﹤0.01%
18
+1
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$877 ﹤0.01%
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789
$876 ﹤0.01%
11
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$875 ﹤0.01%
3
791
$873 ﹤0.01%
5
792
$871 ﹤0.01%
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$870 ﹤0.01%
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$867 ﹤0.01%
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795
$864 ﹤0.01%
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$861 ﹤0.01%
11
-2
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$860 ﹤0.01%
5
798
$857 ﹤0.01%
16
+1
799
$852 ﹤0.01%
33
-2
800
$847 ﹤0.01%
19
+1
30 31
32
33 34