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
1176
$240 ﹤0.01%
5
1177
$240 ﹤0.01%
5
1178
$236 ﹤0.01%
4
1179
$233 ﹤0.01%
5
1180
$228 ﹤0.01%
3
1181
$225 ﹤0.01%
8
+1
1182
$224 ﹤0.01%
2
-2
1183
$224 ﹤0.01%
6
-2
1184
$224 ﹤0.01%
1
1185
$223 ﹤0.01%
8
+2
1186
$223 ﹤0.01%
6
-1
1187
$222 ﹤0.01%
10
1188
$219 ﹤0.01%
3
-1
1189
$219 ﹤0.01%
10
-2
1190
$213 ﹤0.01%
4
+1
1191
$209 ﹤0.01%
4
-1
1192
$209 ﹤0.01%
4
-1
1193
$208 ﹤0.01%
9
1194
$208 ﹤0.01%
5
-1
1195
$207 ﹤0.01%
12
-1
1196
$202 ﹤0.01%
5
1197
$201 ﹤0.01%
7
1198
$201 ﹤0.01%
16
1199
$201 ﹤0.01%
4
-1
1200
$199 ﹤0.01%
3
46 47
48
49 50