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
1226
$165 ﹤0.01%
1
1227
$164 ﹤0.01%
3
-2
1228
$163 ﹤0.01%
28
-2
1229
$162 ﹤0.01%
7
-2
1230
$161 ﹤0.01%
2
-3
1231
$161 ﹤0.01%
3
-7
1232
$161 ﹤0.01%
5
1233
$160 ﹤0.01%
4
1234
$160 ﹤0.01%
8
1235
$159 ﹤0.01%
17
1236
$158 ﹤0.01%
11
1237
$157 ﹤0.01%
18
+1
1238
$156 ﹤0.01%
2
1239
$156 ﹤0.01%
10
-3
1240
$155 ﹤0.01%
1
-1
1241
$154 ﹤0.01%
10
-2
1242
$154 ﹤0.01%
4
1243
$153 ﹤0.01%
5
-1
1244
$148 ﹤0.01%
5
-1
1245
$147 ﹤0.01%
5
-1
1246
$147 ﹤0.01%
5
1247
$146 ﹤0.01%
5
-2
1248
$146 ﹤0.01%
+3
1249
$145 ﹤0.01%
13
-1
1250
$142 ﹤0.01%
2
-3
48 49
50
51 52