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
801
$1.18K ﹤0.01%
78
802
$1.17K ﹤0.01%
18
803
$1.17K ﹤0.01%
10
+1
804
$1.17K ﹤0.01%
12
-1
805
$1.16K ﹤0.01%
7
+1
806
$1.16K ﹤0.01%
32
807
$1.16K ﹤0.01%
8
+1
808
$1.15K ﹤0.01%
19
+3
809
$1.14K ﹤0.01%
44
810
$1.14K ﹤0.01%
21
811
$1.13K ﹤0.01%
6
812
$1.13K ﹤0.01%
78
-21
813
$1.13K ﹤0.01%
38
-1
814
$1.12K ﹤0.01%
11
815
$1.12K ﹤0.01%
8
+1
816
$1.11K ﹤0.01%
9
+2
817
$1.11K ﹤0.01%
55
-13
818
$1.1K ﹤0.01%
59
819
$1.1K ﹤0.01%
14
820
$1.09K ﹤0.01%
43
-5
821
$1.09K ﹤0.01%
57
-3
822
$1.09K ﹤0.01%
13
-1
823
$1.09K ﹤0.01%
24
-1
824
$1.09K ﹤0.01%
21
825
$1.08K ﹤0.01%
29
31 32
33
34 35