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
376
$2.72K ﹤0.01%
21
+1
377
$2.69K ﹤0.01%
51
+3
378
$2.69K ﹤0.01%
24
379
$2.68K ﹤0.01%
18
380
$2.66K ﹤0.01%
15
+1
381
$2.65K ﹤0.01%
27
382
$2.64K ﹤0.01%
19
383
$2.63K ﹤0.01%
25
384
$2.62K ﹤0.01%
5
385
$2.62K ﹤0.01%
9
-2
386
$2.62K ﹤0.01%
5
387
$2.61K ﹤0.01%
22
388
$2.59K ﹤0.01%
30
389
$2.58K ﹤0.01%
6
390
$2.57K ﹤0.01%
35
391
$2.56K ﹤0.01%
10
392
$2.54K ﹤0.01%
11
393
$2.53K ﹤0.01%
15
-1
394
$2.53K ﹤0.01%
10
395
$2.53K ﹤0.01%
26
+1
396
$2.52K ﹤0.01%
25
397
$2.5K ﹤0.01%
23
398
$2.5K ﹤0.01%
18
+1
399
$2.48K ﹤0.01%
5
400
$2.48K ﹤0.01%
3
14 15
16
17 18