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
26
$2.96M 0.37%
12,716
+8,452
27
$2.56M 0.32%
52,832
+9,225
28
$2.35M 0.29%
5,453
+1,603
29
$2.28M 0.28%
7,488
+7,292
30
$2.05M 0.25%
55,122
-182
31
$1.94M 0.24%
+97,300
32
$1.5M 0.19%
55,978
-757
33
$1.41M 0.17%
55,127
+167
34
$1.31M 0.16%
5,909
+5,783
35
$1.11M 0.14%
5,092
+4,574
36
$1.05M 0.13%
29,303
+377
37
$1.04M 0.13%
8,541
+6,202
38
$807K 0.1%
2,102
39
$775K 0.1%
1,468
40
$751K 0.09%
3,958
+1,764
41
$742K 0.09%
+8,904
42
$730K 0.09%
+11,595
43
$680K 0.08%
22,846
+21,803
44
$654K 0.08%
12,295
+75
45
$632K 0.08%
1,295
+404
46
$628K 0.08%
19,747
+15,230
47
$627K 0.08%
3,681
+2,733
48
$591K 0.07%
1,285
+751
49
$562K 0.07%
+1,985
50
$533K 0.07%
602
+524
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