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
726
$1.48K ﹤0.01%
13
+2
727
$1.48K ﹤0.01%
17
+1
728
$1.48K ﹤0.01%
27
+1
729
$1.47K ﹤0.01%
29
+5
730
$1.47K ﹤0.01%
7
731
$1.47K ﹤0.01%
17
732
$1.45K ﹤0.01%
21
-5
733
$1.43K ﹤0.01%
24
+1
734
$1.42K ﹤0.01%
6
735
$1.42K ﹤0.01%
39
-1
736
$1.42K ﹤0.01%
30
737
$1.41K ﹤0.01%
13
738
$1.41K ﹤0.01%
37
+8
739
$1.4K ﹤0.01%
14
740
$1.4K ﹤0.01%
43
+5
741
$1.4K ﹤0.01%
13
+1
742
$1.38K ﹤0.01%
13
+1
743
$1.38K ﹤0.01%
7
+1
744
$1.38K ﹤0.01%
31
745
$1.38K ﹤0.01%
32
+7
746
$1.37K ﹤0.01%
19
+1
747
$1.37K ﹤0.01%
20
+3
748
$1.37K ﹤0.01%
11
+2
749
$1.37K ﹤0.01%
13
+2
750
$1.37K ﹤0.01%
6
28 29
30
31 32