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
401
$2.47K ﹤0.01%
46
402
$2.46K ﹤0.01%
48
403
$2.44K ﹤0.01%
20
+1
404
$2.43K ﹤0.01%
20
405
$2.43K ﹤0.01%
15
-2
406
$2.42K ﹤0.01%
6
407
$2.42K ﹤0.01%
6
408
$2.42K ﹤0.01%
15
-1
409
$2.42K ﹤0.01%
12
410
$2.41K ﹤0.01%
9
-1
411
$2.41K ﹤0.01%
18
412
$2.4K ﹤0.01%
11
+2
413
$2.39K ﹤0.01%
17
414
$2.39K ﹤0.01%
18
415
$2.38K ﹤0.01%
6
-1
416
$2.38K ﹤0.01%
24
-1
417
$2.38K ﹤0.01%
32
+6
418
$2.38K ﹤0.01%
6
-1
419
$2.37K ﹤0.01%
55
+1
420
$2.36K ﹤0.01%
23
+4
421
$2.35K ﹤0.01%
15
+2
422
$2.34K ﹤0.01%
6
-2
423
$2.34K ﹤0.01%
19
+4
424
$2.34K ﹤0.01%
25
425
$2.33K ﹤0.01%
28
15 16
17
18 19