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
376
$4.56K ﹤0.01%
70
-16
377
$4.44K ﹤0.01%
26
378
$4.44K ﹤0.01%
30
+2
379
$4.43K ﹤0.01%
61
380
$4.35K ﹤0.01%
19
+1
381
$4.32K ﹤0.01%
8
382
$4.31K ﹤0.01%
20
383
$4.3K ﹤0.01%
21
384
$4.3K ﹤0.01%
12
+1
385
$4.29K ﹤0.01%
55
+17
386
$4.28K ﹤0.01%
47
+2
387
$4.27K ﹤0.01%
18
388
$4.26K ﹤0.01%
+150
389
$4.24K ﹤0.01%
17
390
$4.24K ﹤0.01%
41
+3
391
$4.24K ﹤0.01%
24
-1
392
$4.23K ﹤0.01%
7
393
$4.21K ﹤0.01%
73
-4
394
$4.2K ﹤0.01%
52
+4
395
$4.2K ﹤0.01%
35
396
$4.19K ﹤0.01%
18
-1
397
$4.17K ﹤0.01%
78
+16
398
$4.15K ﹤0.01%
40
+1
399
$4.15K ﹤0.01%
12
+2
400
$4.14K ﹤0.01%
23
+1
14 15
16
17 18