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
651
$1.24K ﹤0.01%
24
+1
652
$1.23K ﹤0.01%
55
+4
653
$1.23K ﹤0.01%
24
654
$1.23K ﹤0.01%
12
655
$1.23K ﹤0.01%
8
656
$1.22K ﹤0.01%
10
657
$1.22K ﹤0.01%
14
658
$1.22K ﹤0.01%
20
-1
659
$1.22K ﹤0.01%
19
660
$1.22K ﹤0.01%
11
661
$1.21K ﹤0.01%
5
662
$1.21K ﹤0.01%
101
+4
663
$1.2K ﹤0.01%
11
664
$1.2K ﹤0.01%
15
665
$1.2K ﹤0.01%
13
+3
666
$1.2K ﹤0.01%
16
-1
667
$1.19K ﹤0.01%
23
+3
668
$1.19K ﹤0.01%
33
669
$1.19K ﹤0.01%
15
670
$1.19K ﹤0.01%
5
671
$1.17K ﹤0.01%
6
672
$1.17K ﹤0.01%
11
+1
673
$1.16K ﹤0.01%
85
-2
674
$1.16K ﹤0.01%
12
675
$1.16K ﹤0.01%
5
25 26
27
28 29