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
26
$2.27M 0.31%
60,005
+29,000
27
$2M 0.27%
58,121
+395
28
$1.92M 0.26%
39,907
+510
29
$1.54M 0.21%
3,659
+620
30
$1.42M 0.19%
56,634
+5,874
31
$1.22M 0.17%
54,680
-352
32
$1M 0.14%
29,747
+222
33
$760K 0.1%
14,676
+278
34
$724K 0.1%
2,102
35
$706K 0.1%
1,468
36
$692K 0.09%
4,034
-6
37
$430K 0.06%
3,699
-3
38
$424K 0.06%
807
39
$396K 0.05%
891
+33
40
$395K 0.05%
12,259
+68
41
$393K 0.05%
2,194
-152
42
$289K 0.04%
6,897
+2,911
43
$274K 0.04%
1,682
44
$260K 0.04%
1,443
45
$241K 0.03%
+6,405
46
$241K 0.03%
3,965
47
$236K 0.03%
491
48
$198K 0.03%
5,718
+5,699
49
$196K 0.03%
2,325
50
$176K 0.02%
418
+1
1
2
3 4 5