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
226
$6.54K ﹤0.01%
133
-1
227
$6.38K ﹤0.01%
22
228
$6.3K ﹤0.01%
2
229
$6.19K ﹤0.01%
100
230
$6.18K ﹤0.01%
29
231
$6.16K ﹤0.01%
488
-2
232
$6.15K ﹤0.01%
84
+1
233
$6.09K ﹤0.01%
84
234
$6.08K ﹤0.01%
41
-6
235
$5.99K ﹤0.01%
24
236
$5.9K ﹤0.01%
22
237
$5.72K ﹤0.01%
35
+1
238
$5.65K ﹤0.01%
36
239
$5.64K ﹤0.01%
60
-2
240
$5.56K ﹤0.01%
16
+1
241
$5.42K ﹤0.01%
94
242
$5.36K ﹤0.01%
26
243
$5.35K ﹤0.01%
118
244
$5.31K ﹤0.01%
84
245
$5.27K ﹤0.01%
11
+1
246
$5.26K ﹤0.01%
24
-2
247
$5.24K ﹤0.01%
11
248
$5.16K ﹤0.01%
66
249
$5.12K ﹤0.01%
32
250
$5.1K ﹤0.01%
88
-1
8 9
10
11 12