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
76
$79K 0.01%
1,000
77
$78.3K 0.01%
151
78
$77K 0.01%
276
79
$72.9K 0.01%
550
80
$68.7K 0.01%
341
81
$66.3K 0.01%
425
82
$65.5K 0.01%
125
83
$64.4K 0.01%
460
84
$62.8K 0.01%
127
-11
85
$62.6K 0.01%
386
+2
86
$62.5K 0.01%
1,084
+707
87
$61.7K 0.01%
127
88
$61.4K 0.01%
3,491
-8
89
$58.7K 0.01%
249
90
$58.3K 0.01%
291
+1
91
$57.8K 0.01%
205
92
$57.8K 0.01%
399
+203
93
$57.3K 0.01%
275
94
$52K 0.01%
285
95
$50.7K 0.01%
333
+103
96
$50.2K 0.01%
137
97
$49.1K 0.01%
239
98
$47.8K 0.01%
434
-5
99
$47.5K 0.01%
61
-58
100
$45.4K 0.01%
3,250
2 3
4
5 6