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
951
$534 ﹤0.01%
7
952
$533 ﹤0.01%
5
-1
953
$532 ﹤0.01%
30
954
$530 ﹤0.01%
9
955
$529 ﹤0.01%
6
956
$528 ﹤0.01%
10
957
$525 ﹤0.01%
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-1
958
$525 ﹤0.01%
21
959
$524 ﹤0.01%
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-1
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$523 ﹤0.01%
10
961
$522 ﹤0.01%
14
+2
962
$521 ﹤0.01%
12
+3
963
$521 ﹤0.01%
5
964
$521 ﹤0.01%
11
+5
965
$521 ﹤0.01%
5
966
$518 ﹤0.01%
7
+2
967
$516 ﹤0.01%
4
968
$516 ﹤0.01%
10
969
$514 ﹤0.01%
10
-1
970
$510 ﹤0.01%
5
971
$508 ﹤0.01%
12
-1
972
$508 ﹤0.01%
12
+1
973
$507 ﹤0.01%
+2
974
$506 ﹤0.01%
4
975
$506 ﹤0.01%
5
-1
37 38
39
40 41