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
801
$847 ﹤0.01%
15
+2
802
$844 ﹤0.01%
6
803
$842 ﹤0.01%
5
804
$840 ﹤0.01%
10
805
$838 ﹤0.01%
11
-6
806
$831 ﹤0.01%
51
807
$830 ﹤0.01%
9
+1
808
$827 ﹤0.01%
14
809
$825 ﹤0.01%
66
810
$823 ﹤0.01%
18
811
$822 ﹤0.01%
11
+1
812
$818 ﹤0.01%
6
813
$817 ﹤0.01%
28
814
$814 ﹤0.01%
11
-1
815
$812 ﹤0.01%
21
+1
816
$811 ﹤0.01%
100
817
$810 ﹤0.01%
5
818
$802 ﹤0.01%
14
+3
819
$802 ﹤0.01%
11
-1
820
$801 ﹤0.01%
27
821
$799 ﹤0.01%
5
822
$794 ﹤0.01%
12
823
$793 ﹤0.01%
40
824
$789 ﹤0.01%
9
-6
825
$783 ﹤0.01%
12
+3
31 32
33
34 35