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
151
$14K ﹤0.01%
90
152
$13.3K ﹤0.01%
235
-1,227
153
$13.1K ﹤0.01%
26
-1
154
$13.1K ﹤0.01%
36
155
$13K ﹤0.01%
76
156
$12.9K ﹤0.01%
+112
157
$12.8K ﹤0.01%
227
158
$12.5K ﹤0.01%
44
-1
159
$12.5K ﹤0.01%
15
+1
160
$12.5K ﹤0.01%
137
+5
161
$12.4K ﹤0.01%
607
162
$12.1K ﹤0.01%
69
-2
163
$12K ﹤0.01%
132
164
$11.7K ﹤0.01%
120
165
$11.5K ﹤0.01%
74
166
$11.4K ﹤0.01%
200
167
$11.1K ﹤0.01%
189
168
$10.9K ﹤0.01%
24
+1
169
$10.8K ﹤0.01%
44
170
$10.8K ﹤0.01%
114
171
$10.7K ﹤0.01%
555
172
$10.7K ﹤0.01%
95
173
$10.6K ﹤0.01%
175
174
$10.5K ﹤0.01%
60
175
$10.3K ﹤0.01%
88
5 6
7
8 9