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
$811M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,481
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$2.22M
3
+$1.97M
4
GROY icon
Gold Royalty Corp
GROY
+$1.94M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.56M

Top Sells

1
+$2.31M
2
+$1.66M
3
+$892K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$883K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$708K

Sector Composition

1 Technology 1.2%
2 Consumer Discretionary 0.45%
3 Financials 0.4%
4 Materials 0.27%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.4K ﹤0.01%
+1,000
227
$12.3K ﹤0.01%
+201
228
$12.2K ﹤0.01%
+748
229
$12.1K ﹤0.01%
132
230
$12.1K ﹤0.01%
+1,222
231
$12K ﹤0.01%
96
-2
232
$11.6K ﹤0.01%
47
-1
233
$11.5K ﹤0.01%
95
+2
234
$11.3K ﹤0.01%
14
235
$11.2K ﹤0.01%
83
-3
236
$11.2K ﹤0.01%
189
237
$11.1K ﹤0.01%
22
+1
238
$11.1K ﹤0.01%
18
239
$11.1K ﹤0.01%
175
240
$11.1K ﹤0.01%
101
241
$11K ﹤0.01%
79
242
$11K ﹤0.01%
37
+1
243
$10.9K ﹤0.01%
555
244
$10.9K ﹤0.01%
60
245
$10.5K ﹤0.01%
59
+29
246
$10.5K ﹤0.01%
10
247
$10.4K ﹤0.01%
10
248
$10.3K ﹤0.01%
975
+606
249
$10.2K ﹤0.01%
230
+204
250
$10.1K ﹤0.01%
16
-1
8 9
10
11 12