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
1101
$336 ﹤0.01%
4
1102
$336 ﹤0.01%
82
1103
$333 ﹤0.01%
12
-1
1104
$333 ﹤0.01%
5
+1
1105
$331 ﹤0.01%
7
1106
$331 ﹤0.01%
5
-3
1107
$329 ﹤0.01%
3
-2
1108
$328 ﹤0.01%
68
-15
1109
$323 ﹤0.01%
5
-3
1110
$320 ﹤0.01%
9
1111
$320 ﹤0.01%
11
1112
$317 ﹤0.01%
11
+1
1113
$316 ﹤0.01%
49
+1
1114
$316 ﹤0.01%
12
+1
1115
$316 ﹤0.01%
12
+3
1116
$313 ﹤0.01%
42
-1
1117
$313 ﹤0.01%
5
1118
$312 ﹤0.01%
10
1119
$310 ﹤0.01%
5
-9
1120
$310 ﹤0.01%
11
1121
$307 ﹤0.01%
16
-2
1122
$302 ﹤0.01%
5
1123
$299 ﹤0.01%
10
1124
$294 ﹤0.01%
5
1125
$293 ﹤0.01%
23
-4
43 44
45
46 47