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
576
$1.51K ﹤0.01%
5
577
$1.5K ﹤0.01%
15
+3
578
$1.5K ﹤0.01%
30
+5
579
$1.5K ﹤0.01%
34
580
$1.49K ﹤0.01%
25
581
$1.49K ﹤0.01%
18
582
$1.49K ﹤0.01%
19
583
$1.48K ﹤0.01%
20
584
$1.48K ﹤0.01%
23
585
$1.48K ﹤0.01%
32
586
$1.48K ﹤0.01%
12
587
$1.47K ﹤0.01%
14
588
$1.47K ﹤0.01%
13
+1
589
$1.47K ﹤0.01%
15
590
$1.47K ﹤0.01%
4
+1
591
$1.46K ﹤0.01%
11
592
$1.46K ﹤0.01%
5
593
$1.46K ﹤0.01%
19
+6
594
$1.46K ﹤0.01%
11
595
$1.45K ﹤0.01%
8
596
$1.45K ﹤0.01%
10
597
$1.45K ﹤0.01%
39
598
$1.45K ﹤0.01%
12
+2
599
$1.44K ﹤0.01%
11
600
$1.43K ﹤0.01%
49
22 23
24
25 26