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
401
$4.11K ﹤0.01%
53
+2
402
$4.08K ﹤0.01%
7
403
$4.08K ﹤0.01%
26
404
$4.07K ﹤0.01%
30
-1
405
$4.07K ﹤0.01%
13
406
$4.06K ﹤0.01%
55
+2
407
$4.04K ﹤0.01%
8
408
$4.04K ﹤0.01%
62
+2
409
$4K ﹤0.01%
334
410
$3.97K ﹤0.01%
20
+2
411
$3.96K ﹤0.01%
29
-1
412
$3.94K ﹤0.01%
38
+1
413
$3.92K ﹤0.01%
30
414
$3.91K ﹤0.01%
63
415
$3.9K ﹤0.01%
10
-1
416
$3.9K ﹤0.01%
7
417
$3.9K ﹤0.01%
54
+1
418
$3.89K ﹤0.01%
29
419
$3.87K ﹤0.01%
35
-1
420
$3.87K ﹤0.01%
15
421
$3.86K ﹤0.01%
31
+1
422
$3.84K ﹤0.01%
16
+1
423
$3.83K ﹤0.01%
32
+4
424
$3.79K ﹤0.01%
11
+2
425
$3.74K ﹤0.01%
39
-6
15 16
17
18 19