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
476
$2.95K ﹤0.01%
6
477
$2.93K ﹤0.01%
12
478
$2.92K ﹤0.01%
34
479
$2.91K ﹤0.01%
7
480
$2.91K ﹤0.01%
13
+2
481
$2.9K ﹤0.01%
11
+4
482
$2.9K ﹤0.01%
58
-5
483
$2.89K ﹤0.01%
11
484
$2.88K ﹤0.01%
59
+2
485
$2.88K ﹤0.01%
+333
486
$2.88K ﹤0.01%
40
+2
487
$2.87K ﹤0.01%
26
488
$2.87K ﹤0.01%
13
+1
489
$2.87K ﹤0.01%
67
490
$2.86K ﹤0.01%
18
491
$2.85K ﹤0.01%
104
+22
492
$2.85K ﹤0.01%
98
-12
493
$2.83K ﹤0.01%
32
+2
494
$2.83K ﹤0.01%
17
495
$2.82K ﹤0.01%
38
496
$2.81K ﹤0.01%
34
+1
497
$2.81K ﹤0.01%
107
+3
498
$2.79K ﹤0.01%
18
+2
499
$2.79K ﹤0.01%
6
500
$2.79K ﹤0.01%
27
-4
18 19
20
21 22