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
426
$2.33K ﹤0.01%
18
427
$2.32K ﹤0.01%
24
428
$2.31K ﹤0.01%
12
429
$2.3K ﹤0.01%
10
430
$2.29K ﹤0.01%
29
431
$2.28K ﹤0.01%
49
432
$2.27K ﹤0.01%
5
433
$2.26K ﹤0.01%
48
434
$2.24K ﹤0.01%
35
435
$2.24K ﹤0.01%
18
436
$2.23K ﹤0.01%
89
-4
437
$2.23K ﹤0.01%
10
438
$2.23K ﹤0.01%
7
439
$2.22K ﹤0.01%
33
+1
440
$2.2K ﹤0.01%
5
441
$2.2K ﹤0.01%
33
442
$2.2K ﹤0.01%
9
-1
443
$2.19K ﹤0.01%
10
444
$2.18K ﹤0.01%
16
+2
445
$2.17K ﹤0.01%
8
446
$2.17K ﹤0.01%
13
+1
447
$2.16K ﹤0.01%
5
448
$2.16K ﹤0.01%
7
449
$2.15K ﹤0.01%
13
450
$2.15K ﹤0.01%
34
16 17
18
19 20