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
1301
$91 ﹤0.01%
6
1302
$90 ﹤0.01%
5
1303
$90 ﹤0.01%
5
1304
$88 ﹤0.01%
2
+1
1305
$88 ﹤0.01%
4
1306
$87 ﹤0.01%
2
1307
$86 ﹤0.01%
7
1308
$85 ﹤0.01%
6
1309
$81 ﹤0.01%
13
1310
$80 ﹤0.01%
5
-2
1311
$80 ﹤0.01%
1
-1
1312
$75 ﹤0.01%
5
1313
$75 ﹤0.01%
3
-6
1314
$69 ﹤0.01%
2
-3
1315
$68 ﹤0.01%
2
-1
1316
$67 ﹤0.01%
1
-1
1317
$67 ﹤0.01%
13
-2
1318
$67 ﹤0.01%
+1
1319
$66 ﹤0.01%
2
1320
$65 ﹤0.01%
4
1321
$65 ﹤0.01%
5
1322
$64 ﹤0.01%
2
-1
1323
$62 ﹤0.01%
+1
1324
$62 ﹤0.01%
2
-3
1325
$60 ﹤0.01%
6
51 52
53
54 55