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
901
$625 ﹤0.01%
24
902
$620 ﹤0.01%
4
903
$619 ﹤0.01%
10
904
$618 ﹤0.01%
45
905
$618 ﹤0.01%
18
-5
906
$616 ﹤0.01%
5
907
$615 ﹤0.01%
19
908
$614 ﹤0.01%
8
-1
909
$612 ﹤0.01%
91
-14
910
$612 ﹤0.01%
19
-1
911
$606 ﹤0.01%
8
+2
912
$605 ﹤0.01%
5
913
$605 ﹤0.01%
7
+1
914
$603 ﹤0.01%
8
+3
915
$602 ﹤0.01%
14
+1
916
$601 ﹤0.01%
14
-2
917
$601 ﹤0.01%
6
-1
918
$601 ﹤0.01%
5
919
$599 ﹤0.01%
13
920
$598 ﹤0.01%
18
+1
921
$595 ﹤0.01%
11
922
$594 ﹤0.01%
18
-3
923
$593 ﹤0.01%
25
924
$592 ﹤0.01%
11
925
$592 ﹤0.01%
9
35 36
37
38 39