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
576
$2.19K ﹤0.01%
29
+1
577
$2.19K ﹤0.01%
36
+1
578
$2.18K ﹤0.01%
31
579
$2.18K ﹤0.01%
85
580
$2.18K ﹤0.01%
35
+2
581
$2.16K ﹤0.01%
23
+1
582
$2.16K ﹤0.01%
6
583
$2.15K ﹤0.01%
14
-1
584
$2.15K ﹤0.01%
21
585
$2.15K ﹤0.01%
20
-1
586
$2.15K ﹤0.01%
73
+7
587
$2.14K ﹤0.01%
9
588
$2.13K ﹤0.01%
36
+1
589
$2.13K ﹤0.01%
27
+1
590
$2.12K ﹤0.01%
12
591
$2.12K ﹤0.01%
13
592
$2.11K ﹤0.01%
17
+1
593
$2.11K ﹤0.01%
22
-4
594
$2.11K ﹤0.01%
11
+2
595
$2.11K ﹤0.01%
32
+4
596
$2.1K ﹤0.01%
43
+1
597
$2.1K ﹤0.01%
7
598
$2.1K ﹤0.01%
10
+4
599
$2.09K ﹤0.01%
11
+4
600
$2.08K ﹤0.01%
19
+2
22 23
24
25 26