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
1
$91.6M 12.35%
1,946,362
-50,230
2
$74.5M 10.05%
1,307,486
+1,253
3
$73.2M 9.87%
1,743,978
+88,760
4
$56.1M 7.57%
1,871,365
-10,587
5
$45.1M 6.09%
723,780
+430
6
$42M 5.67%
1,329,817
+1,042
7
$38.9M 5.25%
1,453,183
+14,196
8
$38.6M 5.21%
1,511,329
+19,999
9
$37.3M 5.03%
1,239,206
+4,012
10
$30.1M 4.06%
940,785
+11,041
11
$20.9M 2.82%
767,934
+1,309
12
$20.4M 2.76%
499,584
-1,720
13
$19.2M 2.59%
752,218
+8,001
14
$18.7M 2.52%
315,693
-29,521
15
$17M 2.29%
630,520
+4,085
16
$16.7M 2.25%
314,628
+2,245
17
$12.1M 1.63%
226,411
+22,362
18
$12M 1.61%
236,317
+32,559
19
$11.3M 1.53%
458,386
+4,343
20
$10M 1.36%
273,390
-1,700
21
$8.09M 1.09%
148,691
-1,280
22
$5.6M 0.75%
219,931
-862
23
$5.5M 0.74%
211,678
+1,224
24
$5.35M 0.72%
215,443
+1,409
25
$4.82M 0.65%
90,940
+5,330
1
2 3 4 5