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
976
$502 ﹤0.01%
11
977
$502 ﹤0.01%
8
-2
978
$498 ﹤0.01%
8
979
$495 ﹤0.01%
23
980
$495 ﹤0.01%
5
981
$491 ﹤0.01%
20
982
$489 ﹤0.01%
8
-2
983
$488 ﹤0.01%
5
-1
984
$487 ﹤0.01%
5
985
$482 ﹤0.01%
7
986
$482 ﹤0.01%
5
+1
987
$482 ﹤0.01%
7
-2
988
$477 ﹤0.01%
30
-1
989
$476 ﹤0.01%
5
990
$476 ﹤0.01%
7
+1
991
$475 ﹤0.01%
5
-2
992
$474 ﹤0.01%
5
993
$472 ﹤0.01%
1
994
$471 ﹤0.01%
4
-1
995
$468 ﹤0.01%
5
996
$465 ﹤0.01%
12
-2
997
$464 ﹤0.01%
8
+2
998
$463 ﹤0.01%
5
-1
999
$462 ﹤0.01%
5
1000
$462 ﹤0.01%
21
-2
38 39
40
41 42