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
826
$782 ﹤0.01%
18
827
$780 ﹤0.01%
11
828
$770 ﹤0.01%
5
829
$770 ﹤0.01%
23
830
$764 ﹤0.01%
12
831
$762 ﹤0.01%
54
832
$758 ﹤0.01%
22
833
$752 ﹤0.01%
21
+3
834
$749 ﹤0.01%
13
835
$748 ﹤0.01%
7
836
$746 ﹤0.01%
6
-1
837
$746 ﹤0.01%
7
+1
838
$743 ﹤0.01%
35
-4
839
$741 ﹤0.01%
8
-2
840
$741 ﹤0.01%
8
+1
841
$741 ﹤0.01%
13
-2
842
$741 ﹤0.01%
6
843
$738 ﹤0.01%
30
+6
844
$735 ﹤0.01%
6
-2
845
$735 ﹤0.01%
5
846
$732 ﹤0.01%
23
847
$731 ﹤0.01%
27
+1
848
$730 ﹤0.01%
13
849
$727 ﹤0.01%
10
+1
850
$726 ﹤0.01%
15
32 33
34
35 36