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
826
$1.08K ﹤0.01%
16
-2
827
$1.07K ﹤0.01%
28
-6
828
$1.07K ﹤0.01%
11
829
$1.06K ﹤0.01%
13
830
$1.06K ﹤0.01%
17
831
$1.06K ﹤0.01%
6
832
$1.06K ﹤0.01%
51
+7
833
$1.06K ﹤0.01%
16
+4
834
$1.05K ﹤0.01%
17
-1
835
$1.05K ﹤0.01%
11
-2
836
$1.05K ﹤0.01%
27
-1
837
$1.05K ﹤0.01%
13
+5
838
$1.04K ﹤0.01%
8
+2
839
$1.04K ﹤0.01%
5
840
$1.04K ﹤0.01%
19
-1
841
$1.03K ﹤0.01%
110
-5
842
$1.03K ﹤0.01%
10
843
$1.03K ﹤0.01%
+110
844
$1.03K ﹤0.01%
11
-2
845
$1.03K ﹤0.01%
11
-1
846
$1.03K ﹤0.01%
6
847
$1.02K ﹤0.01%
13
+3
848
$1.02K ﹤0.01%
16
849
$1.02K ﹤0.01%
9
+3
850
$1.02K ﹤0.01%
33
+4
32 33
34
35 36