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
926
$591 ﹤0.01%
13
927
$590 ﹤0.01%
100
928
$589 ﹤0.01%
13
929
$589 ﹤0.01%
9
930
$584 ﹤0.01%
5
931
$582 ﹤0.01%
5
932
$577 ﹤0.01%
5
933
$571 ﹤0.01%
17
-1
934
$567 ﹤0.01%
20
+4
935
$566 ﹤0.01%
6
+1
936
$564 ﹤0.01%
16
937
$561 ﹤0.01%
25
+5
938
$560 ﹤0.01%
250
939
$559 ﹤0.01%
20
940
$554 ﹤0.01%
11
941
$552 ﹤0.01%
13
-2
942
$550 ﹤0.01%
5
943
$548 ﹤0.01%
14
-1
944
$544 ﹤0.01%
25
+1
945
$542 ﹤0.01%
68
-1
946
$541 ﹤0.01%
4
-1
947
$538 ﹤0.01%
30
-36
948
$536 ﹤0.01%
5
949
$535 ﹤0.01%
6
950
$534 ﹤0.01%
10
36 37
38
39 40