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
1001
$462 ﹤0.01%
11
+1
1002
$462 ﹤0.01%
4
1003
$460 ﹤0.01%
14
-2
1004
$459 ﹤0.01%
59
-1
1005
$458 ﹤0.01%
8
-4
1006
$457 ﹤0.01%
2
-3
1007
$456 ﹤0.01%
16
1008
$454 ﹤0.01%
5
-1
1009
$452 ﹤0.01%
10
1010
$449 ﹤0.01%
21
-2
1011
$448 ﹤0.01%
16
-1
1012
$443 ﹤0.01%
16
1013
$442 ﹤0.01%
7
+1
1014
$440 ﹤0.01%
5
1015
$438 ﹤0.01%
7
1016
$438 ﹤0.01%
7
1017
$435 ﹤0.01%
25
-1
1018
$433 ﹤0.01%
14
+1
1019
$433 ﹤0.01%
10
1020
$433 ﹤0.01%
5
1021
$431 ﹤0.01%
4
1022
$430 ﹤0.01%
6
-3
1023
$430 ﹤0.01%
7
+1
1024
$429 ﹤0.01%
6
1025
$427 ﹤0.01%
8
+3
39 40
41
42 43