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
876
$678 ﹤0.01%
7
877
$678 ﹤0.01%
11
+2
878
$677 ﹤0.01%
6
879
$676 ﹤0.01%
7
880
$676 ﹤0.01%
13
+5
881
$673 ﹤0.01%
16
-2
882
$673 ﹤0.01%
11
+1
883
$668 ﹤0.01%
10
884
$664 ﹤0.01%
10
+1
885
$663 ﹤0.01%
19
886
$663 ﹤0.01%
10
+2
887
$660 ﹤0.01%
4
-1
888
$658 ﹤0.01%
47
+4
889
$658 ﹤0.01%
5
890
$657 ﹤0.01%
15
-1
891
$652 ﹤0.01%
+2
892
$650 ﹤0.01%
8
893
$649 ﹤0.01%
17
+10
894
$647 ﹤0.01%
4
895
$643 ﹤0.01%
19
896
$642 ﹤0.01%
27
897
$638 ﹤0.01%
8
898
$637 ﹤0.01%
10
-1
899
$636 ﹤0.01%
28
+1
900
$627 ﹤0.01%
5
34 35
36
37 38