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
301
$3.71K ﹤0.01%
42
+9
302
$3.7K ﹤0.01%
9
-1
303
$3.7K ﹤0.01%
334
304
$3.67K ﹤0.01%
14
-6
305
$3.67K ﹤0.01%
28
306
$3.67K ﹤0.01%
22
307
$3.67K ﹤0.01%
70
308
$3.66K ﹤0.01%
24
309
$3.66K ﹤0.01%
20
310
$3.65K ﹤0.01%
14
311
$3.6K ﹤0.01%
16
312
$3.58K ﹤0.01%
32
313
$3.58K ﹤0.01%
14
-1
314
$3.49K ﹤0.01%
22
315
$3.47K ﹤0.01%
88
-1
316
$3.46K ﹤0.01%
26
+3
317
$3.44K ﹤0.01%
25
318
$3.43K ﹤0.01%
35
-2
319
$3.41K ﹤0.01%
49
320
$3.4K ﹤0.01%
256
+4
321
$3.39K ﹤0.01%
11
322
$3.39K ﹤0.01%
5
+1
323
$3.36K ﹤0.01%
26
324
$3.36K ﹤0.01%
6
325
$3.35K ﹤0.01%
50
11 12
13
14 15