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
276
$8.67K ﹤0.01%
108
+49
277
$8.53K ﹤0.01%
44
+30
278
$8.47K ﹤0.01%
101
+3
279
$8.45K ﹤0.01%
88
280
$8.44K ﹤0.01%
41
-3
281
$8.42K ﹤0.01%
147
+2
282
$8.34K ﹤0.01%
+1,667
283
$8.19K ﹤0.01%
202
+5
284
$8.11K ﹤0.01%
22
285
$8.06K ﹤0.01%
29
+1
286
$8.06K ﹤0.01%
105
287
$8.03K ﹤0.01%
+667
288
$7.91K ﹤0.01%
16
-1
289
$7.78K ﹤0.01%
75
-15
290
$7.77K ﹤0.01%
+666
291
$7.61K ﹤0.01%
53
-10
292
$7.61K ﹤0.01%
670
293
$7.44K ﹤0.01%
88
-4
294
$7.36K ﹤0.01%
220
+2
295
$7.35K ﹤0.01%
41
296
$7.34K ﹤0.01%
+26
297
$7.28K ﹤0.01%
58
298
$7.17K ﹤0.01%
100
299
$7.14K ﹤0.01%
+60
300
$7.14K ﹤0.01%
32
+1
10 11
12
13 14