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
276
$4.28K ﹤0.01%
23
-1
277
$4.27K ﹤0.01%
74
278
$4.23K ﹤0.01%
16
279
$4.23K ﹤0.01%
41
280
$4.17K ﹤0.01%
37
+1
281
$4.16K ﹤0.01%
28
282
$4.15K ﹤0.01%
31
-1
283
$4.15K ﹤0.01%
10
284
$4.07K ﹤0.01%
44
285
$4.05K ﹤0.01%
55
286
$4.04K ﹤0.01%
59
287
$4.02K ﹤0.01%
21
288
$3.99K ﹤0.01%
3
289
$3.96K ﹤0.01%
61
290
$3.93K ﹤0.01%
10
291
$3.93K ﹤0.01%
7
292
$3.92K ﹤0.01%
10
293
$3.9K ﹤0.01%
11
294
$3.9K ﹤0.01%
15
295
$3.88K ﹤0.01%
18
296
$3.85K ﹤0.01%
11
-1
297
$3.79K ﹤0.01%
15
298
$3.79K ﹤0.01%
37
299
$3.78K ﹤0.01%
7
300
$3.77K ﹤0.01%
16
10 11
12
13 14