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
851
$726 ﹤0.01%
10
+1
852
$725 ﹤0.01%
29
+1
853
$721 ﹤0.01%
4
+1
854
$719 ﹤0.01%
7
855
$719 ﹤0.01%
5
+1
856
$719 ﹤0.01%
5
857
$718 ﹤0.01%
5
858
$713 ﹤0.01%
5
859
$709 ﹤0.01%
11
860
$704 ﹤0.01%
14
861
$699 ﹤0.01%
19
-1
862
$696 ﹤0.01%
24
+2
863
$690 ﹤0.01%
5
864
$687 ﹤0.01%
19
865
$687 ﹤0.01%
5
866
$686 ﹤0.01%
9
+2
867
$683 ﹤0.01%
8
-2
868
$682 ﹤0.01%
11
869
$681 ﹤0.01%
8
870
$681 ﹤0.01%
6
871
$681 ﹤0.01%
8
872
$681 ﹤0.01%
5
873
$681 ﹤0.01%
15
+1
874
$680 ﹤0.01%
7
875
$680 ﹤0.01%
14
-2
33 34
35
36 37