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
451
$3.3K ﹤0.01%
50
452
$3.25K ﹤0.01%
72
+2
453
$3.24K ﹤0.01%
12
454
$3.23K ﹤0.01%
11
455
$3.23K ﹤0.01%
6
456
$3.16K ﹤0.01%
22
457
$3.15K ﹤0.01%
53
+1
458
$3.14K ﹤0.01%
31
+2
459
$3.12K ﹤0.01%
55
-1
460
$3.12K ﹤0.01%
19
+4
461
$3.1K ﹤0.01%
18
-2
462
$3.08K ﹤0.01%
86
+4
463
$3.07K ﹤0.01%
42
+2
464
$3.06K ﹤0.01%
7
465
$3.03K ﹤0.01%
6
466
$3.02K ﹤0.01%
23
-1
467
$3.02K ﹤0.01%
29
+1
468
$3.01K ﹤0.01%
35
469
$3.01K ﹤0.01%
8
470
$3K ﹤0.01%
23
471
$3K ﹤0.01%
11
472
$3K ﹤0.01%
22
+1
473
$2.98K ﹤0.01%
12
+1
474
$2.97K ﹤0.01%
76
+3
475
$2.97K ﹤0.01%
22
17 18
19
20 21