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
1351
$25 ﹤0.01%
2
-4
1352
$23 ﹤0.01%
1
-2
1353
$22 ﹤0.01%
+1
1354
$21 ﹤0.01%
2
-7
1355
$17 ﹤0.01%
+3
1356
$16 ﹤0.01%
+1
1357
$13 ﹤0.01%
2
1358
$12 ﹤0.01%
1
-18
1359
$12 ﹤0.01%
1
1360
$12 ﹤0.01%
+1
1361
$11 ﹤0.01%
3
-4
1362
$10 ﹤0.01%
1
-3
1363
– –
0
1364
$5 ﹤0.01%
1
-2
1365
– –
-2
1366
– –
-9
1367
– –
-20
1368
– –
-7
1369
– –
-1
1370
– –
-6
1371
– –
-1
1372
– –
-3
1373
– –
-1
1374
– –
-1
1375
– –
-5
53 54
55
56 57