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
551
$1.63K ﹤0.01%
17
552
$1.63K ﹤0.01%
15
553
$1.62K ﹤0.01%
13
554
$1.62K ﹤0.01%
12
555
$1.61K ﹤0.01%
30
556
$1.61K ﹤0.01%
96
+2
557
$1.6K ﹤0.01%
28
-7
558
$1.6K ﹤0.01%
5
559
$1.59K ﹤0.01%
6
560
$1.59K ﹤0.01%
27
561
$1.59K ﹤0.01%
15
+1
562
$1.58K ﹤0.01%
11
563
$1.58K ﹤0.01%
8
-1
564
$1.57K ﹤0.01%
18
-1
565
$1.57K ﹤0.01%
28
+1
566
$1.57K ﹤0.01%
55
567
$1.55K ﹤0.01%
6
568
$1.55K ﹤0.01%
38
569
$1.54K ﹤0.01%
10
570
$1.53K ﹤0.01%
11
571
$1.53K ﹤0.01%
13
572
$1.52K ﹤0.01%
8
573
$1.52K ﹤0.01%
11
-1
574
$1.51K ﹤0.01%
11
575
$1.51K ﹤0.01%
17
+4
21 22
23
24 25