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
1076
$362 ﹤0.01%
5
1077
$361 ﹤0.01%
4
1078
$359 ﹤0.01%
11
1079
$358 ﹤0.01%
13
1080
$357 ﹤0.01%
15
1081
$355 ﹤0.01%
32
+12
1082
$355 ﹤0.01%
10
1083
$354 ﹤0.01%
8
1084
$353 ﹤0.01%
5
-5
1085
$353 ﹤0.01%
7
-3
1086
$353 ﹤0.01%
10
+1
1087
$352 ﹤0.01%
11
+1
1088
$351 ﹤0.01%
9
-3
1089
$349 ﹤0.01%
10
1090
$349 ﹤0.01%
21
-1
1091
$349 ﹤0.01%
17
+1
1092
$348 ﹤0.01%
3
1093
$347 ﹤0.01%
2
-2
1094
$346 ﹤0.01%
5
1095
$346 ﹤0.01%
55
-13
1096
$345 ﹤0.01%
11
+4
1097
$341 ﹤0.01%
13
-4
1098
$340 ﹤0.01%
8
+1
1099
$339 ﹤0.01%
4
1100
$338 ﹤0.01%
5
42 43
44
45 46