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
176
$10.3K ﹤0.01%
52
177
$10.2K ﹤0.01%
34
178
$10.1K ﹤0.01%
104
+2
179
$10.1K ﹤0.01%
58
+1
180
$10K ﹤0.01%
44
+1
181
$9.87K ﹤0.01%
+51
182
$9.61K ﹤0.01%
23
183
$9.43K ﹤0.01%
80
184
$9.16K ﹤0.01%
9
185
$9.12K ﹤0.01%
98
+2
186
$9.11K ﹤0.01%
168
187
$9.09K ﹤0.01%
94
-19
188
$8.72K ﹤0.01%
15
+1
189
$8.69K ﹤0.01%
433
190
$8.66K ﹤0.01%
9
-1
191
$8.65K ﹤0.01%
12
192
$8.59K ﹤0.01%
16
193
$8.43K ﹤0.01%
68
194
$8.34K ﹤0.01%
15
195
$8.24K ﹤0.01%
34
-2
196
$8.11K ﹤0.01%
41
197
$7.76K ﹤0.01%
61
-1
198
$7.73K ﹤0.01%
47
199
$7.65K ﹤0.01%
37
200
$7.59K ﹤0.01%
33
6 7
8
9 10