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
251
$5.08K ﹤0.01%
30
+1
252
$5.06K ﹤0.01%
175
253
$5.03K ﹤0.01%
55
-2
254
$5.01K ﹤0.01%
15
+1
255
$5K ﹤0.01%
15
256
$4.98K ﹤0.01%
16
-1
257
$4.91K ﹤0.01%
3
+1
258
$4.88K ﹤0.01%
415
-4
259
$4.86K ﹤0.01%
126
260
$4.79K ﹤0.01%
12
261
$4.79K ﹤0.01%
230
262
$4.74K ﹤0.01%
24
263
$4.73K ﹤0.01%
37
264
$4.72K ﹤0.01%
239
-3
265
$4.71K ﹤0.01%
54
+6
266
$4.66K ﹤0.01%
32
267
$4.63K ﹤0.01%
64
268
$4.57K ﹤0.01%
8
-1
269
$4.55K ﹤0.01%
31
270
$4.49K ﹤0.01%
50
271
$4.47K ﹤0.01%
27
272
$4.47K ﹤0.01%
30
273
$4.33K ﹤0.01%
25
274
$4.29K ﹤0.01%
12
275
$4.29K ﹤0.01%
17
9 10
11
12 13