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
1326
$58 ﹤0.01%
5
1327
$58 ﹤0.01%
+2
1328
$56 ﹤0.01%
4
1329
$54 ﹤0.01%
19
+6
1330
$51 ﹤0.01%
5
-2
1331
$49 ﹤0.01%
2
-3
1332
$48 ﹤0.01%
2
1333
$47 ﹤0.01%
2
-2
1334
$44 ﹤0.01%
5
1335
$43 ﹤0.01%
7
1336
$42 ﹤0.01%
6
-1
1337
$40 ﹤0.01%
1
-1
1338
$39 ﹤0.01%
5
-4
1339
$38 ﹤0.01%
4
+1
1340
$36 ﹤0.01%
5
1341
$35 ﹤0.01%
3
1342
$34 ﹤0.01%
1
-4
1343
$34 ﹤0.01%
13
-31
1344
– –
0
1345
$32 ﹤0.01%
5
-3
1346
$32 ﹤0.01%
1
-4
1347
$31 ﹤0.01%
9
-4
1348
$30 ﹤0.01%
6
-9
1349
$30 ﹤0.01%
5
1350
$27 ﹤0.01%
7
-4
52 53
54
55 56