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
776
$1.26K ﹤0.01%
25
-1
777
$1.26K ﹤0.01%
6
778
$1.25K ﹤0.01%
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-1
779
$1.25K ﹤0.01%
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-6
780
$1.24K ﹤0.01%
6
781
$1.24K ﹤0.01%
16
+2
782
$1.23K ﹤0.01%
13
+1
783
$1.23K ﹤0.01%
13
+1
784
$1.23K ﹤0.01%
11
785
$1.22K ﹤0.01%
6
786
$1.22K ﹤0.01%
26
787
$1.22K ﹤0.01%
32
788
$1.22K ﹤0.01%
13
+1
789
$1.21K ﹤0.01%
53
790
$1.21K ﹤0.01%
13
+1
791
$1.2K ﹤0.01%
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-3
792
$1.2K ﹤0.01%
11
-1
793
$1.2K ﹤0.01%
18
-1
794
$1.2K ﹤0.01%
6
795
$1.19K ﹤0.01%
9
796
$1.19K ﹤0.01%
6
+1
797
$1.19K ﹤0.01%
29
+1
798
$1.19K ﹤0.01%
6
799
$1.18K ﹤0.01%
6
-1
800
$1.18K ﹤0.01%
7
30 31
32
33 34