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
351
$2.99K ﹤0.01%
15
352
$2.97K ﹤0.01%
12
+1
353
$2.97K ﹤0.01%
62
+8
354
$2.96K ﹤0.01%
10
+1
355
$2.94K ﹤0.01%
31
356
$2.93K ﹤0.01%
6
357
$2.92K ﹤0.01%
5
358
$2.92K ﹤0.01%
100
359
$2.91K ﹤0.01%
50
360
$2.9K ﹤0.01%
20
361
$2.88K ﹤0.01%
32
+2
362
$2.87K ﹤0.01%
54
363
$2.86K ﹤0.01%
57
-3
364
$2.85K ﹤0.01%
25
365
$2.84K ﹤0.01%
35
+6
366
$2.83K ﹤0.01%
48
-2
367
$2.81K ﹤0.01%
7
368
$2.8K ﹤0.01%
13
-2
369
$2.8K ﹤0.01%
32
370
$2.79K ﹤0.01%
34
+3
371
$2.77K ﹤0.01%
177
372
$2.77K ﹤0.01%
19
+2
373
$2.75K ﹤0.01%
10
374
$2.75K ﹤0.01%
168
375
$2.74K ﹤0.01%
15
13 14
15
16 17