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
326
$5.87K ﹤0.01%
39
+3
327
$5.85K ﹤0.01%
65
+1
328
$5.85K ﹤0.01%
13
329
$5.83K ﹤0.01%
7
330
$5.78K ﹤0.01%
47
331
$5.76K ﹤0.01%
49
+1
332
$5.71K ﹤0.01%
51
+1
333
$5.7K ﹤0.01%
12
334
$5.69K ﹤0.01%
30
+1
335
$5.64K ﹤0.01%
77
336
$5.63K ﹤0.01%
31
337
$5.58K ﹤0.01%
24
338
$5.56K ﹤0.01%
27
339
$5.56K ﹤0.01%
57
-3
340
$5.49K ﹤0.01%
73
+22
341
$5.42K ﹤0.01%
15
+1
342
$5.39K ﹤0.01%
61
-7
343
$5.39K ﹤0.01%
36
344
$5.32K ﹤0.01%
175
345
$5.3K ﹤0.01%
42
-2
346
$5.21K ﹤0.01%
146
+4
347
$5.21K ﹤0.01%
32
348
$5.19K ﹤0.01%
+76
349
$5.17K ﹤0.01%
12
-1
350
$5.14K ﹤0.01%
12
+1
12 13
14
15 16