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
51
$476K 0.06%
8,234
+8,094
52
$462K 0.06%
12,612
+12,558
53
$451K 0.06%
+2,591
54
$450K 0.06%
781
-26
55
$450K 0.06%
2,175
+1,929
56
$432K 0.05%
2,476
+794
57
$424K 0.05%
11,982
+247
58
$350K 0.04%
4,140
+3,851
59
$345K 0.04%
1,853
+601
60
$336K 0.04%
7,475
+397
61
$305K 0.04%
6,676
+6,267
62
$299K 0.04%
4,165
+3,071
63
$287K 0.04%
+1,301
64
$281K 0.03%
2,394
-410
65
$278K 0.03%
1,665
+1,545
66
$256K 0.03%
519
+1
67
$248K 0.03%
1,817
+1,768
68
$247K 0.03%
3,965
69
$238K 0.03%
1,449
-4
70
$225K 0.03%
829
+140
71
$205K 0.03%
2,325
72
$201K 0.02%
6,405
73
$199K 0.02%
762
+679
74
$197K 0.02%
718
+692
75
$193K 0.02%
8,775
+4,795
1 2
3
4 5