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
651
$1.8K ﹤0.01%
15
652
$1.78K ﹤0.01%
17
+2
653
$1.77K ﹤0.01%
19
-1
654
$1.77K ﹤0.01%
7
655
$1.77K ﹤0.01%
74
-7
656
$1.77K ﹤0.01%
13
-1
657
$1.76K ﹤0.01%
18
+1
658
$1.76K ﹤0.01%
17
-2
659
$1.75K ﹤0.01%
12
660
$1.74K ﹤0.01%
22
661
$1.74K ﹤0.01%
26
662
$1.74K ﹤0.01%
6
663
$1.74K ﹤0.01%
+200
664
$1.73K ﹤0.01%
9
665
$1.72K ﹤0.01%
7
666
$1.72K ﹤0.01%
26
+1
667
$1.72K ﹤0.01%
27
668
$1.72K ﹤0.01%
10
-1
669
$1.71K ﹤0.01%
12
+1
670
$1.7K ﹤0.01%
14
+1
671
$1.69K ﹤0.01%
24
+3
672
$1.68K ﹤0.01%
19
+1
673
$1.68K ﹤0.01%
12
+1
674
$1.68K ﹤0.01%
6
675
$1.68K ﹤0.01%
+200
25 26
27
28 29