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
551
$2.31K ﹤0.01%
21
+1
552
$2.31K ﹤0.01%
73
+9
553
$2.3K ﹤0.01%
22
554
$2.3K ﹤0.01%
8
555
$2.3K ﹤0.01%
6
556
$2.3K ﹤0.01%
13
557
$2.28K ﹤0.01%
34
+8
558
$2.27K ﹤0.01%
97
+13
559
$2.27K ﹤0.01%
21
+5
560
$2.26K ﹤0.01%
22
+2
561
$2.25K ﹤0.01%
7
562
$2.25K ﹤0.01%
8
563
$2.25K ﹤0.01%
110
-4
564
$2.25K ﹤0.01%
26
+4
565
$2.24K ﹤0.01%
63
+3
566
$2.24K ﹤0.01%
15
567
$2.24K ﹤0.01%
20
+2
568
$2.24K ﹤0.01%
25
569
$2.23K ﹤0.01%
7
570
$2.22K ﹤0.01%
7
571
$2.22K ﹤0.01%
6
572
$2.22K ﹤0.01%
15
+1
573
$2.21K ﹤0.01%
59
+21
574
$2.19K ﹤0.01%
31
+3
575
$2.19K ﹤0.01%
20
+3
21 22
23
24 25