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
1276
$108 ﹤0.01%
1
-2
1277
$108 ﹤0.01%
5
1278
$108 ﹤0.01%
3
1279
$107 ﹤0.01%
7
1280
$106 ﹤0.01%
8
1281
$106 ﹤0.01%
6
-5
1282
$105 ﹤0.01%
9
1283
$104 ﹤0.01%
1
-1
1284
$102 ﹤0.01%
30
1285
$102 ﹤0.01%
9
+6
1286
$102 ﹤0.01%
4
1287
$101 ﹤0.01%
7
-1
1288
$100 ﹤0.01%
5
1289
$99 ﹤0.01%
+5
1290
$99 ﹤0.01%
9
1291
$97 ﹤0.01%
6
-1
1292
$97 ﹤0.01%
3
1293
$97 ﹤0.01%
8
+1
1294
$95 ﹤0.01%
6
-1
1295
$94 ﹤0.01%
5
-1
1296
$94 ﹤0.01%
4
1297
$94 ﹤0.01%
32
+3
1298
$94 ﹤0.01%
5
1299
$93 ﹤0.01%
10
-4
1300
$93 ﹤0.01%
5
+3
50 51
52
53 54