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
851
$1.01K ﹤0.01%
31
852
$1.01K ﹤0.01%
+20
853
$1.01K ﹤0.01%
15
-1
854
$1K ﹤0.01%
6
855
$1K ﹤0.01%
19
+1
856
$1K ﹤0.01%
9
-3
857
$998 ﹤0.01%
19
+2
858
$993 ﹤0.01%
7
859
$992 ﹤0.01%
26
+3
860
$991 ﹤0.01%
37
-5
861
$990 ﹤0.01%
31
-4
862
$989 ﹤0.01%
23
863
$984 ﹤0.01%
20
-7
864
$981 ﹤0.01%
9
-3
865
$978 ﹤0.01%
36
866
$975 ﹤0.01%
12
+1
867
$974 ﹤0.01%
11
-22
868
$966 ﹤0.01%
12
+1
869
$960 ﹤0.01%
+108
870
$955 ﹤0.01%
65
-13
871
$955 ﹤0.01%
19
+2
872
$954 ﹤0.01%
14
873
$953 ﹤0.01%
50
+2
874
$953 ﹤0.01%
6
-1
875
$950 ﹤0.01%
18
+2
33 34
35
36 37