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
626
$1.31K ﹤0.01%
15
627
$1.31K ﹤0.01%
15
+1
628
$1.31K ﹤0.01%
10
629
$1.31K ﹤0.01%
26
-3
630
$1.31K ﹤0.01%
10
+2
631
$1.31K ﹤0.01%
9
632
$1.31K ﹤0.01%
36
+3
633
$1.3K ﹤0.01%
51
+5
634
$1.3K ﹤0.01%
16
635
$1.29K ﹤0.01%
24
+2
636
$1.29K ﹤0.01%
15
637
$1.29K ﹤0.01%
26
638
$1.28K ﹤0.01%
10
-1
639
$1.28K ﹤0.01%
27
+1
640
$1.28K ﹤0.01%
6
641
$1.28K ﹤0.01%
10
+1
642
$1.28K ﹤0.01%
3
643
$1.27K ﹤0.01%
24
644
$1.25K ﹤0.01%
4
+1
645
$1.25K ﹤0.01%
100
646
$1.25K ﹤0.01%
18
+5
647
$1.25K ﹤0.01%
15
-1
648
$1.25K ﹤0.01%
10
649
$1.25K ﹤0.01%
75
+6
650
$1.25K ﹤0.01%
45
24 25
26
27 28