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
601
$1.43K ﹤0.01%
18
+2
602
$1.42K ﹤0.01%
28
603
$1.42K ﹤0.01%
25
+2
604
$1.42K ﹤0.01%
19
605
$1.41K ﹤0.01%
23
606
$1.41K ﹤0.01%
19
607
$1.39K ﹤0.01%
6
608
$1.39K ﹤0.01%
4
+2
609
$1.39K ﹤0.01%
9
610
$1.39K ﹤0.01%
11
611
$1.38K ﹤0.01%
5
+1
612
$1.38K ﹤0.01%
12
613
$1.38K ﹤0.01%
9
614
$1.38K ﹤0.01%
16
615
$1.38K ﹤0.01%
15
-2
616
$1.37K ﹤0.01%
144
-37
617
$1.36K ﹤0.01%
13
+2
618
$1.36K ﹤0.01%
7
619
$1.36K ﹤0.01%
18
+1
620
$1.35K ﹤0.01%
17
-1
621
$1.35K ﹤0.01%
5
622
$1.35K ﹤0.01%
49
623
$1.34K ﹤0.01%
62
+4
624
$1.34K ﹤0.01%
5
625
$1.31K ﹤0.01%
5
23 24
25
26 27