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
1126
$292 ﹤0.01%
22
1127
$292 ﹤0.01%
8
-2
1128
$291 ﹤0.01%
8
1129
$291 ﹤0.01%
11
+3
1130
$291 ﹤0.01%
23
1131
$290 ﹤0.01%
2
1132
$288 ﹤0.01%
5
1133
$287 ﹤0.01%
25
+1
1134
$287 ﹤0.01%
4
1135
$287 ﹤0.01%
8
1136
$286 ﹤0.01%
8
1137
$286 ﹤0.01%
5
+1
1138
$283 ﹤0.01%
27
-3
1139
$282 ﹤0.01%
5
+2
1140
$280 ﹤0.01%
5
-1
1141
$279 ﹤0.01%
3
1142
$277 ﹤0.01%
16
+1
1143
$277 ﹤0.01%
21
1144
$276 ﹤0.01%
7
-1
1145
$275 ﹤0.01%
6
+1
1146
$275 ﹤0.01%
37
+8
1147
$275 ﹤0.01%
11
1148
$274 ﹤0.01%
4
-1
1149
$274 ﹤0.01%
6
-1
1150
$273 ﹤0.01%
13
+1
44 45
46
47 48