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
751
$1.37K ﹤0.01%
22
752
$1.36K ﹤0.01%
30
753
$1.36K ﹤0.01%
17
754
$1.36K ﹤0.01%
7
755
$1.35K ﹤0.01%
22
756
$1.35K ﹤0.01%
17
+1
757
$1.34K ﹤0.01%
12
+1
758
$1.34K ﹤0.01%
38
759
$1.34K ﹤0.01%
12
+2
760
$1.32K ﹤0.01%
5
+1
761
$1.32K ﹤0.01%
33
-1
762
$1.32K ﹤0.01%
28
763
$1.31K ﹤0.01%
34
+2
764
$1.31K ﹤0.01%
6
765
$1.31K ﹤0.01%
13
766
$1.31K ﹤0.01%
10
-2
767
$1.31K ﹤0.01%
23
768
$1.28K ﹤0.01%
10
769
$1.28K ﹤0.01%
34
-1
770
$1.27K ﹤0.01%
25
+4
771
$1.27K ﹤0.01%
13
-5
772
$1.27K ﹤0.01%
5
-1
773
$1.27K ﹤0.01%
8
-1
774
$1.26K ﹤0.01%
17
+4
775
$1.26K ﹤0.01%
11
+1
29 30
31
32 33