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
426
$3.7K ﹤0.01%
21
427
$3.69K ﹤0.01%
49
+2
428
$3.68K ﹤0.01%
2
+1
429
$3.67K ﹤0.01%
47
+4
430
$3.66K ﹤0.01%
17
431
$3.64K ﹤0.01%
+77
432
$3.62K ﹤0.01%
16
-1
433
$3.62K ﹤0.01%
11
434
$3.58K ﹤0.01%
29
435
$3.56K ﹤0.01%
24
+2
436
$3.56K ﹤0.01%
69
-10
437
$3.55K ﹤0.01%
29
438
$3.53K ﹤0.01%
36
439
$3.53K ﹤0.01%
+334
440
$3.5K ﹤0.01%
6
+1
441
$3.5K ﹤0.01%
+800
442
$3.48K ﹤0.01%
61
+9
443
$3.45K ﹤0.01%
18
444
$3.45K ﹤0.01%
13
+2
445
$3.4K ﹤0.01%
44
446
$3.38K ﹤0.01%
14
+1
447
$3.34K ﹤0.01%
67
+2
448
$3.33K ﹤0.01%
80
449
$3.32K ﹤0.01%
13
450
$3.3K ﹤0.01%
37
+1
16 17
18
19 20