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
701
$1.09K ﹤0.01%
71
+9
702
$1.09K ﹤0.01%
18
+1
703
$1.08K ﹤0.01%
21
704
$1.08K ﹤0.01%
8
705
$1.08K ﹤0.01%
3
-1
706
$1.07K ﹤0.01%
19
+1
707
$1.07K ﹤0.01%
8
708
$1.07K ﹤0.01%
44
-2
709
$1.07K ﹤0.01%
24
710
$1.06K ﹤0.01%
5
711
$1.06K ﹤0.01%
18
+2
712
$1.05K ﹤0.01%
32
-2
713
$1.05K ﹤0.01%
5
714
$1.05K ﹤0.01%
11
715
$1.05K ﹤0.01%
52
716
$1.05K ﹤0.01%
10
717
$1.04K ﹤0.01%
26
+2
718
$1.04K ﹤0.01%
29
-5
719
$1.04K ﹤0.01%
5
720
$1.03K ﹤0.01%
12
+2
721
$1.03K ﹤0.01%
11
-1
722
$1.02K ﹤0.01%
20
-1
723
$1.02K ﹤0.01%
17
-3
724
$1.01K ﹤0.01%
9
+1
725
$1.01K ﹤0.01%
18
27 28
29
30 31