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
1151
$272 ﹤0.01%
2
1152
$271 ﹤0.01%
1
1153
$267 ﹤0.01%
5
1154
$266 ﹤0.01%
5
1155
$265 ﹤0.01%
5
1156
$265 ﹤0.01%
4
1157
$265 ﹤0.01%
8
1158
$261 ﹤0.01%
5
-2
1159
$259 ﹤0.01%
7
-2
1160
$259 ﹤0.01%
7
1161
$258 ﹤0.01%
14
1162
$255 ﹤0.01%
5
1163
$252 ﹤0.01%
3
1164
$249 ﹤0.01%
5
1165
$247 ﹤0.01%
11
1166
$246 ﹤0.01%
7
-2
1167
$246 ﹤0.01%
10
-1
1168
$246 ﹤0.01%
5
1169
$246 ﹤0.01%
16
-7
1170
$245 ﹤0.01%
9
-1
1171
$244 ﹤0.01%
15
-1
1172
$244 ﹤0.01%
3
-6
1173
$243 ﹤0.01%
15
-2
1174
$241 ﹤0.01%
5
1175
$241 ﹤0.01%
4
45 46
47
48 49