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
626
$1.92K ﹤0.01%
38
627
$1.92K ﹤0.01%
15
+2
628
$1.92K ﹤0.01%
11
+2
629
$1.91K ﹤0.01%
10
630
$1.91K ﹤0.01%
49
631
$1.91K ﹤0.01%
28
+8
632
$1.9K ﹤0.01%
6
633
$1.9K ﹤0.01%
27
-1
634
$1.9K ﹤0.01%
12
635
$1.9K ﹤0.01%
26
+5
636
$1.89K ﹤0.01%
21
637
$1.89K ﹤0.01%
46
+1
638
$1.88K ﹤0.01%
17
+2
639
$1.88K ﹤0.01%
19
+1
640
$1.87K ﹤0.01%
54
+1
641
$1.87K ﹤0.01%
27
642
$1.86K ﹤0.01%
29
643
$1.86K ﹤0.01%
24
+1
644
$1.85K ﹤0.01%
15
645
$1.84K ﹤0.01%
60
-4
646
$1.83K ﹤0.01%
62
+5
647
$1.83K ﹤0.01%
34
-2
648
$1.83K ﹤0.01%
19
+1
649
$1.81K ﹤0.01%
70
+3
650
$1.81K ﹤0.01%
13
+1
24 25
26
27 28