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
676
$1.16K ﹤0.01%
21
-2
677
$1.16K ﹤0.01%
11
+1
678
$1.15K ﹤0.01%
11
679
$1.14K ﹤0.01%
6
680
$1.13K ﹤0.01%
18
+2
681
$1.13K ﹤0.01%
5
682
$1.13K ﹤0.01%
23
683
$1.13K ﹤0.01%
38
684
$1.13K ﹤0.01%
6
685
$1.13K ﹤0.01%
16
+3
686
$1.13K ﹤0.01%
7
687
$1.12K ﹤0.01%
10
688
$1.12K ﹤0.01%
71
-3
689
$1.12K ﹤0.01%
7
690
$1.11K ﹤0.01%
26
+2
691
$1.11K ﹤0.01%
400
692
$1.11K ﹤0.01%
32
-5
693
$1.11K ﹤0.01%
30
+3
694
$1.11K ﹤0.01%
38
+3
695
$1.11K ﹤0.01%
6
+2
696
$1.1K ﹤0.01%
5
697
$1.1K ﹤0.01%
24
-1
698
$1.1K ﹤0.01%
9
-1
699
$1.09K ﹤0.01%
17
700
$1.09K ﹤0.01%
58
+7
26 27
28
29 30