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
301
$7.1K ﹤0.01%
25
+19
302
$7.06K ﹤0.01%
382
+199
303
$7.03K ﹤0.01%
+148
304
$7.01K ﹤0.01%
45
+1
305
$6.91K ﹤0.01%
17
306
$6.88K ﹤0.01%
+87
307
$6.88K ﹤0.01%
14
308
$6.87K ﹤0.01%
13
+1
309
$6.83K ﹤0.01%
38
310
$6.82K ﹤0.01%
239
-10
311
$6.81K ﹤0.01%
26
+1
312
$6.79K ﹤0.01%
35
313
$6.64K ﹤0.01%
32
-1
314
$6.62K ﹤0.01%
488
-21
315
$6.54K ﹤0.01%
30
316
$6.5K ﹤0.01%
100
317
$6.49K ﹤0.01%
17
318
$6.39K ﹤0.01%
+666
319
$6.38K ﹤0.01%
+57
320
$6.36K ﹤0.01%
35
-1
321
$6.32K ﹤0.01%
101
322
$6.32K ﹤0.01%
64
-5
323
$6.3K ﹤0.01%
2
324
$6.25K ﹤0.01%
32
-1
325
$6.23K ﹤0.01%
139
11 12
13
14 15