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
526
$2.57K ﹤0.01%
12
+1
527
$2.56K ﹤0.01%
19
528
$2.54K ﹤0.01%
23
+2
529
$2.54K ﹤0.01%
29
530
$2.53K ﹤0.01%
70
+2
531
$2.52K ﹤0.01%
25
532
$2.52K ﹤0.01%
41
533
$2.51K ﹤0.01%
30
+5
534
$2.47K ﹤0.01%
18
+1
535
$2.46K ﹤0.01%
15
536
$2.44K ﹤0.01%
69
537
$2.44K ﹤0.01%
6
538
$2.44K ﹤0.01%
28
539
$2.4K ﹤0.01%
212
540
$2.4K ﹤0.01%
6
+1
541
$2.39K ﹤0.01%
18
+1
542
$2.37K ﹤0.01%
120
+4
543
$2.37K ﹤0.01%
11
+1
544
$2.37K ﹤0.01%
40
545
$2.36K ﹤0.01%
29
+1
546
$2.35K ﹤0.01%
14
547
$2.35K ﹤0.01%
13
548
$2.34K ﹤0.01%
7
549
$2.34K ﹤0.01%
26
550
$2.33K ﹤0.01%
6
20 21
22
23 24