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
501
$2.79K ﹤0.01%
28
502
$2.77K ﹤0.01%
66
+1
503
$2.76K ﹤0.01%
6
504
$2.76K ﹤0.01%
16
-1
505
$2.75K ﹤0.01%
+62
506
$2.74K ﹤0.01%
7
507
$2.71K ﹤0.01%
19
+6
508
$2.71K ﹤0.01%
44
+1
509
$2.69K ﹤0.01%
11
+4
510
$2.69K ﹤0.01%
32
511
$2.68K ﹤0.01%
15
512
$2.66K ﹤0.01%
3
513
$2.65K ﹤0.01%
3
+1
514
$2.65K ﹤0.01%
39
+3
515
$2.64K ﹤0.01%
12
516
$2.64K ﹤0.01%
7
517
$2.64K ﹤0.01%
19
+1
518
$2.62K ﹤0.01%
6
519
$2.62K ﹤0.01%
24
+1
520
$2.61K ﹤0.01%
27
+1
521
$2.6K ﹤0.01%
70
+11
522
$2.6K ﹤0.01%
16
523
$2.6K ﹤0.01%
50
-6
524
$2.59K ﹤0.01%
13
525
$2.58K ﹤0.01%
6
19 20
21
22 23