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
476
$1.95K ﹤0.01%
10
+2
477
$1.95K ﹤0.01%
29
478
$1.95K ﹤0.01%
15
+1
479
$1.94K ﹤0.01%
15
480
$1.93K ﹤0.01%
59
+1
481
$1.93K ﹤0.01%
3
+2
482
$1.91K ﹤0.01%
58
+4
483
$1.9K ﹤0.01%
3
484
$1.9K ﹤0.01%
16
-1
485
$1.9K ﹤0.01%
16
+1
486
$1.9K ﹤0.01%
21
487
$1.9K ﹤0.01%
32
+1
488
$1.9K ﹤0.01%
10
489
$1.9K ﹤0.01%
5
490
$1.9K ﹤0.01%
11
491
$1.89K ﹤0.01%
11
492
$1.88K ﹤0.01%
56
-1
493
$1.87K ﹤0.01%
48
+1
494
$1.87K ﹤0.01%
39
+2
495
$1.86K ﹤0.01%
6
496
$1.86K ﹤0.01%
14
-1
497
$1.85K ﹤0.01%
30
498
$1.85K ﹤0.01%
7
499
$1.85K ﹤0.01%
9
-1
500
$1.84K ﹤0.01%
50
+3
18 19
20
21 22