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
1251
$140 ﹤0.01%
5
-1
1252
$138 ﹤0.01%
10
-2
1253
$136 ﹤0.01%
5
1254
$136 ﹤0.01%
19
-2
1255
$135 ﹤0.01%
5
+1
1256
$134 ﹤0.01%
4
-1
1257
$132 ﹤0.01%
11
-1
1258
$132 ﹤0.01%
22
-1
1259
$132 ﹤0.01%
3
1260
$131 ﹤0.01%
10
1261
$130 ﹤0.01%
13
+4
1262
$128 ﹤0.01%
6
-1
1263
$126 ﹤0.01%
17
-1
1264
$123 ﹤0.01%
4
1265
$120 ﹤0.01%
2
1266
$120 ﹤0.01%
+2
1267
$115 ﹤0.01%
6
-1
1268
$114 ﹤0.01%
2
1269
$114 ﹤0.01%
+8
1270
$112 ﹤0.01%
13
-2
1271
$111 ﹤0.01%
7
-1
1272
$111 ﹤0.01%
11
-4
1273
$110 ﹤0.01%
10
+5
1274
$110 ﹤0.01%
11
1275
$109 ﹤0.01%
3
49 50
51
52 53