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
451
$2.14K ﹤0.01%
32
+2
452
$2.13K ﹤0.01%
27
453
$2.13K ﹤0.01%
56
+2
454
$2.12K ﹤0.01%
9
455
$2.1K ﹤0.01%
18
456
$2.08K ﹤0.01%
6
457
$2.08K ﹤0.01%
11
458
$2.08K ﹤0.01%
17
459
$2.07K ﹤0.01%
11
-1
460
$2.07K ﹤0.01%
22
+2
461
$2.07K ﹤0.01%
53
462
$2.06K ﹤0.01%
12
463
$2.05K ﹤0.01%
17
-1
464
$2.04K ﹤0.01%
8
-1
465
$2.04K ﹤0.01%
8
466
$2.03K ﹤0.01%
50
467
$2.01K ﹤0.01%
26
+1
468
$2K ﹤0.01%
30
469
$2K ﹤0.01%
37
470
$2K ﹤0.01%
31
+6
471
$2K ﹤0.01%
66
472
$1.98K ﹤0.01%
19
473
$1.98K ﹤0.01%
10
474
$1.98K ﹤0.01%
15
475
$1.97K ﹤0.01%
22
17 18
19
20 21