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
251
$10K ﹤0.01%
31
+21
252
$10K ﹤0.01%
194
+5
253
$10K ﹤0.01%
114
254
$9.99K ﹤0.01%
7
255
$9.94K ﹤0.01%
169
+66
256
$9.91K ﹤0.01%
48
-2
257
$9.8K ﹤0.01%
85
-15
258
$9.72K ﹤0.01%
213
-1
259
$9.72K ﹤0.01%
116
+1
260
$9.62K ﹤0.01%
96
-3
261
$9.62K ﹤0.01%
19
262
$9.54K ﹤0.01%
152
+57
263
$9.42K ﹤0.01%
+375
264
$9.4K ﹤0.01%
53
+1
265
$9.37K ﹤0.01%
89
+3
266
$9.3K ﹤0.01%
18
+1
267
$9.22K ﹤0.01%
34
-1
268
$9.13K ﹤0.01%
39
+1
269
$9.1K ﹤0.01%
53
270
$9.02K ﹤0.01%
36
271
$9K ﹤0.01%
+200
272
$9K ﹤0.01%
6
+1
273
$8.9K ﹤0.01%
433
274
$8.9K ﹤0.01%
838
+423
275
$8.7K ﹤0.01%
104
+2
9 10
11
12 13