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
876
$950 ﹤0.01%
6
877
$949 ﹤0.01%
35
878
$944 ﹤0.01%
20
+2
879
$942 ﹤0.01%
24
-2
880
$937 ﹤0.01%
13
-7
881
$933 ﹤0.01%
30
+3
882
$926 ﹤0.01%
8
+1
883
$925 ﹤0.01%
42
-5
884
$924 ﹤0.01%
89
-9
885
$922 ﹤0.01%
8
-1
886
$921 ﹤0.01%
7
887
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22
888
$917 ﹤0.01%
32
-1
889
$915 ﹤0.01%
13
-16
890
$914 ﹤0.01%
6
891
$909 ﹤0.01%
15
892
$907 ﹤0.01%
7
893
$907 ﹤0.01%
22
894
$906 ﹤0.01%
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895
$904 ﹤0.01%
64
896
$897 ﹤0.01%
15
897
$891 ﹤0.01%
24
898
$890 ﹤0.01%
+102
899
$889 ﹤0.01%
6
-22
900
$888 ﹤0.01%
23
-3
34 35
36
37 38