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
51
$175K 0.02%
687
52
$161K 0.02%
+717
53
$157K 0.02%
2,880
54
$157K 0.02%
869
+4
55
$149K 0.02%
196
56
$149K 0.02%
1,650
+430
57
$137K 0.02%
4,517
+127
58
$132K 0.02%
1,004
59
$124K 0.02%
706
-19
60
$122K 0.02%
2,807
+1
61
$117K 0.02%
929
-1
62
$112K 0.02%
2,957
-150
63
$109K 0.01%
438
64
$108K 0.01%
2,901
65
$105K 0.01%
2,386
66
$103K 0.01%
654
+1
67
$103K 0.01%
909
68
$101K 0.01%
624
+98
69
$99.2K 0.01%
492
70
$94K 0.01%
1,873
71
$91.7K 0.01%
1,235
72
$86.2K 0.01%
780
73
$85.7K 0.01%
543
-1
74
$84.5K 0.01%
1,938
+1,896
75
$81K 0.01%
1,129
1 2
3
4 5