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
901
$888 ﹤0.01%
14
+1
902
$886 ﹤0.01%
12
+2
903
$883 ﹤0.01%
12
904
$882 ﹤0.01%
23
+2
905
$880 ﹤0.01%
5
906
$878 ﹤0.01%
26
-3
907
$875 ﹤0.01%
29
908
$875 ﹤0.01%
6
909
$872 ﹤0.01%
5
910
$867 ﹤0.01%
31
911
$866 ﹤0.01%
12
+1
912
$866 ﹤0.01%
14
+1
913
$863 ﹤0.01%
43
+3
914
$861 ﹤0.01%
119
+15
915
$858 ﹤0.01%
12
+1
916
$856 ﹤0.01%
19
917
$856 ﹤0.01%
27
-5
918
$855 ﹤0.01%
9
+3
919
$851 ﹤0.01%
38
920
$850 ﹤0.01%
6
921
$842 ﹤0.01%
13
-5
922
$840 ﹤0.01%
6
923
$839 ﹤0.01%
8
924
$837 ﹤0.01%
24
925
$836 ﹤0.01%
+10
35 36
37
38 39