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
326
$3.34K ﹤0.01%
10
327
$3.33K ﹤0.01%
47
328
$3.31K ﹤0.01%
18
-1
329
$3.29K ﹤0.01%
48
330
$3.28K ﹤0.01%
16
331
$3.28K ﹤0.01%
12
332
$3.23K ﹤0.01%
42
+1
333
$3.23K ﹤0.01%
17
334
$3.21K ﹤0.01%
25
335
$3.21K ﹤0.01%
11
336
$3.19K ﹤0.01%
33
+1
337
$3.18K ﹤0.01%
10
338
$3.17K ﹤0.01%
16
339
$3.15K ﹤0.01%
45
+1
340
$3.14K ﹤0.01%
40
341
$3.13K ﹤0.01%
22
342
$3.13K ﹤0.01%
57
-2
343
$3.09K ﹤0.01%
109
-4
344
$3.07K ﹤0.01%
25
345
$3.07K ﹤0.01%
5
346
$3.06K ﹤0.01%
107
-35
347
$3.05K ﹤0.01%
38
348
$3.05K ﹤0.01%
45
349
$3.01K ﹤0.01%
44
350
$2.99K ﹤0.01%
11
+1
12 13
14
15 16