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
601
$2.08K ﹤0.01%
13
602
$2.08K ﹤0.01%
10
-1
603
$2.04K ﹤0.01%
13
604
$2.04K ﹤0.01%
14
605
$2.03K ﹤0.01%
21
606
$2.03K ﹤0.01%
13
607
$2.03K ﹤0.01%
18
-1
608
$2.02K ﹤0.01%
29
+7
609
$2.01K ﹤0.01%
23
+1
610
$2.01K ﹤0.01%
19
+2
611
$2.01K ﹤0.01%
9
612
$2K ﹤0.01%
27
+1
613
$1.99K ﹤0.01%
19
614
$1.99K ﹤0.01%
177
615
$1.99K ﹤0.01%
12
616
$1.98K ﹤0.01%
24
+4
617
$1.97K ﹤0.01%
15
+1
618
$1.96K ﹤0.01%
11
+4
619
$1.95K ﹤0.01%
22
620
$1.94K ﹤0.01%
18
+1
621
$1.93K ﹤0.01%
37
622
$1.93K ﹤0.01%
12
623
$1.93K ﹤0.01%
7
624
$1.93K ﹤0.01%
65
+13
625
$1.93K ﹤0.01%
66
+16
23 24
25
26 27