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
351
$5.11K ﹤0.01%
33
+7
352
$5.11K ﹤0.01%
34
-10
353
$5.07K ﹤0.01%
17
354
$5.03K ﹤0.01%
99
+22
355
$5.02K ﹤0.01%
25
356
$4.98K ﹤0.01%
42
-6
357
$4.97K ﹤0.01%
20
+1
358
$4.96K ﹤0.01%
37
-3
359
$4.95K ﹤0.01%
128
+103
360
$4.95K ﹤0.01%
11
-1
361
$4.94K ﹤0.01%
31
-11
362
$4.93K ﹤0.01%
76
-1
363
$4.92K ﹤0.01%
54
+1
364
$4.92K ﹤0.01%
17
365
$4.82K ﹤0.01%
18
366
$4.82K ﹤0.01%
92
-1
367
$4.82K ﹤0.01%
30
368
$4.82K ﹤0.01%
230
369
$4.79K ﹤0.01%
31
+1
370
$4.77K ﹤0.01%
126
+109
371
$4.68K ﹤0.01%
17
372
$4.66K ﹤0.01%
80
-5
373
$4.63K ﹤0.01%
21
374
$4.62K ﹤0.01%
5
-1
375
$4.57K ﹤0.01%
23
13 14
15
16 17