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
201
$7.58K ﹤0.01%
868
-13
202
$7.51K ﹤0.01%
46
-1
203
$7.5K ﹤0.01%
6
204
$7.48K ﹤0.01%
670
205
$7.39K ﹤0.01%
6
206
$7.31K ﹤0.01%
128
+1
207
$7.26K ﹤0.01%
2
-1
208
$7.21K ﹤0.01%
24
209
$7.19K ﹤0.01%
58
210
$7.07K ﹤0.01%
70
211
$7.06K ﹤0.01%
188
-1
212
$7.02K ﹤0.01%
16
213
$6.97K ﹤0.01%
97
+1
214
$6.95K ﹤0.01%
41
215
$6.94K ﹤0.01%
87
-2
216
$6.88K ﹤0.01%
57
217
$6.87K ﹤0.01%
40
218
$6.81K ﹤0.01%
16
+1
219
$6.77K ﹤0.01%
90
220
$6.69K ﹤0.01%
16
-1
221
$6.69K ﹤0.01%
45
+4
222
$6.69K ﹤0.01%
71
+5
223
$6.67K ﹤0.01%
32
224
$6.59K ﹤0.01%
100
225
$6.56K ﹤0.01%
37
+8
7 8
9
10 11