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
101
$42.9K 0.01%
1,852
102
$41.4K 0.01%
274
+3
103
$40.2K 0.01%
468
104
$39.7K 0.01%
1,145
105
$38.1K 0.01%
225
+1
106
$38K 0.01%
129
+1
107
$36.9K 0.01%
2,135
108
$35.7K ﹤0.01%
1,287
-4
109
$35K ﹤0.01%
851
110
$32.8K ﹤0.01%
268
+1
111
$32.5K ﹤0.01%
651
-9
112
$32K ﹤0.01%
523
+206
113
$30.7K ﹤0.01%
124
114
$30K ﹤0.01%
120
115
$29K ﹤0.01%
974
116
$27.3K ﹤0.01%
226
117
$26.3K ﹤0.01%
76
118
$26K ﹤0.01%
40
119
$25.8K ﹤0.01%
99
120
$25.8K ﹤0.01%
443
121
$25.7K ﹤0.01%
1,337
122
$25.6K ﹤0.01%
405
123
$24.5K ﹤0.01%
1,164
+10
124
$23.8K ﹤0.01%
58
-1
125
$23.5K ﹤0.01%
123
+1
3 4
5
6 7