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
1026
$424 ﹤0.01%
12
+1
1027
$420 ﹤0.01%
19
-2
1028
$420 ﹤0.01%
5
1029
$418 ﹤0.01%
6
+1
1030
$417 ﹤0.01%
11
+1
1031
$417 ﹤0.01%
24
+5
1032
$416 ﹤0.01%
14
1033
$415 ﹤0.01%
7
-2
1034
$415 ﹤0.01%
5
-2
1035
$414 ﹤0.01%
5
+1
1036
$413 ﹤0.01%
12
-3
1037
$411 ﹤0.01%
23
-3
1038
$409 ﹤0.01%
12
+1
1039
$407 ﹤0.01%
10
-2
1040
$404 ﹤0.01%
16
-1
1041
$403 ﹤0.01%
5
1042
$400 ﹤0.01%
14
+4
1043
$399 ﹤0.01%
2
-3
1044
$398 ﹤0.01%
12
+6
1045
$396 ﹤0.01%
3
+1
1046
$394 ﹤0.01%
5
1047
$394 ﹤0.01%
18
1048
$394 ﹤0.01%
7
-3
1049
$393 ﹤0.01%
5
1050
$392 ﹤0.01%
6
40 41
42
43 44