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
501
$1.84K ﹤0.01%
66
+3
502
$1.83K ﹤0.01%
51
+3
503
$1.83K ﹤0.01%
18
-2
504
$1.82K ﹤0.01%
19
+1
505
$1.82K ﹤0.01%
49
506
$1.81K ﹤0.01%
59
-1
507
$1.81K ﹤0.01%
17
+1
508
$1.81K ﹤0.01%
10
+1
509
$1.81K ﹤0.01%
24
510
$1.81K ﹤0.01%
6
511
$1.79K ﹤0.01%
13
+1
512
$1.79K ﹤0.01%
23
513
$1.78K ﹤0.01%
12
514
$1.78K ﹤0.01%
21
515
$1.78K ﹤0.01%
21
+4
516
$1.77K ﹤0.01%
55
-1
517
$1.77K ﹤0.01%
13
518
$1.76K ﹤0.01%
20
+7
519
$1.75K ﹤0.01%
15
+1
520
$1.75K ﹤0.01%
7
521
$1.75K ﹤0.01%
29
-2
522
$1.74K ﹤0.01%
22
+1
523
$1.74K ﹤0.01%
20
524
$1.74K ﹤0.01%
10
+1
525
$1.73K ﹤0.01%
5
-1
19 20
21
22 23