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
1201
$199 ﹤0.01%
5
-1
1202
$196 ﹤0.01%
28
1203
$191 ﹤0.01%
19
+2
1204
$191 ﹤0.01%
5
1205
$191 ﹤0.01%
4
+1
1206
$189 ﹤0.01%
5
1207
$188 ﹤0.01%
10
1208
$187 ﹤0.01%
5
1209
$184 ﹤0.01%
4
1210
$184 ﹤0.01%
4
1211
$183 ﹤0.01%
3
1212
$183 ﹤0.01%
9
1213
$183 ﹤0.01%
5
1214
$182 ﹤0.01%
4
1215
$179 ﹤0.01%
3
1216
$179 ﹤0.01%
4
-1
1217
$176 ﹤0.01%
5
1218
$175 ﹤0.01%
5
1219
$173 ﹤0.01%
5
-1
1220
$172 ﹤0.01%
4
-1
1221
$170 ﹤0.01%
3
-2
1222
$169 ﹤0.01%
1
-1
1223
$168 ﹤0.01%
4
1224
$166 ﹤0.01%
5
1225
$166 ﹤0.01%
12
47 48
49
50 51