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
126
$23.1K ﹤0.01%
228
127
$22.4K ﹤0.01%
32
128
$22.2K ﹤0.01%
876
129
$20.8K ﹤0.01%
101
130
$20.6K ﹤0.01%
294
+12
131
$20.3K ﹤0.01%
105
-1
132
$20.2K ﹤0.01%
199
133
$19.8K ﹤0.01%
27
134
$19.1K ﹤0.01%
120
-247
135
$18.3K ﹤0.01%
316
136
$18.3K ﹤0.01%
100
137
$17.7K ﹤0.01%
395
138
$17.4K ﹤0.01%
273
-1
139
$16.9K ﹤0.01%
130
140
$15.9K ﹤0.01%
409
141
$15.8K ﹤0.01%
378
142
$15.8K ﹤0.01%
120
143
$15.2K ﹤0.01%
233
+1
144
$14.9K ﹤0.01%
32
+1
145
$14.6K ﹤0.01%
24
+1
146
$14.6K ﹤0.01%
159
+3
147
$14.5K ﹤0.01%
58
-1
148
$14.4K ﹤0.01%
127
+3
149
$14.3K ﹤0.01%
1,379
150
$14.2K ﹤0.01%
516
-1,202
4 5
6
7 8