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
701
$1.58K ﹤0.01%
11
702
$1.57K ﹤0.01%
15
703
$1.57K ﹤0.01%
6
704
$1.55K ﹤0.01%
11
-1
705
$1.55K ﹤0.01%
17
+3
706
$1.55K ﹤0.01%
40
+3
707
$1.55K ﹤0.01%
15
708
$1.54K ﹤0.01%
18
+5
709
$1.54K ﹤0.01%
23
710
$1.54K ﹤0.01%
6
711
$1.53K ﹤0.01%
21
+6
712
$1.53K ﹤0.01%
24
+5
713
$1.52K ﹤0.01%
14
+7
714
$1.52K ﹤0.01%
69
+3
715
$1.52K ﹤0.01%
21
-1
716
$1.52K ﹤0.01%
18
+1
717
$1.51K ﹤0.01%
19
-1
718
$1.5K ﹤0.01%
13
719
$1.5K ﹤0.01%
27
+3
720
$1.5K ﹤0.01%
150
+110
721
$1.5K ﹤0.01%
40
-2
722
$1.5K ﹤0.01%
25
723
$1.49K ﹤0.01%
17
+4
724
$1.49K ﹤0.01%
+38
725
$1.48K ﹤0.01%
6
27 28
29
30 31