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
1051
$392 ﹤0.01%
16
-2
1052
$392 ﹤0.01%
8
+2
1053
$390 ﹤0.01%
15
1054
$390 ﹤0.01%
20
+3
1055
$387 ﹤0.01%
24
1056
$386 ﹤0.01%
10
-1
1057
$385 ﹤0.01%
39
+14
1058
$385 ﹤0.01%
5
1059
$385 ﹤0.01%
17
-1
1060
$384 ﹤0.01%
16
1061
$382 ﹤0.01%
10
+4
1062
$380 ﹤0.01%
8
-1
1063
$379 ﹤0.01%
26
1064
$378 ﹤0.01%
11
+4
1065
$377 ﹤0.01%
10
1066
$377 ﹤0.01%
7
-2
1067
$375 ﹤0.01%
6
+3
1068
$373 ﹤0.01%
18
+3
1069
$372 ﹤0.01%
10
-4
1070
$371 ﹤0.01%
3
1071
$369 ﹤0.01%
4
1072
$368 ﹤0.01%
4
1073
$365 ﹤0.01%
10
-1
1074
$363 ﹤0.01%
5
1075
$363 ﹤0.01%
13
41 42
43
44 45