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
926
$834 ﹤0.01%
18
+1
927
$832 ﹤0.01%
10
+1
928
$832 ﹤0.01%
53
-4
929
$831 ﹤0.01%
11
-2
930
$828 ﹤0.01%
11
931
$825 ﹤0.01%
23
932
$824 ﹤0.01%
8
933
$823 ﹤0.01%
18
+3
934
$821 ﹤0.01%
6
935
$819 ﹤0.01%
25
+8
936
$819 ﹤0.01%
16
+1
937
$818 ﹤0.01%
13
938
$818 ﹤0.01%
104
+58
939
$814 ﹤0.01%
18
-4
940
$812 ﹤0.01%
6
-1
941
$806 ﹤0.01%
7
+1
942
$800 ﹤0.01%
18
-2
943
$800 ﹤0.01%
6
944
$798 ﹤0.01%
23
945
$797 ﹤0.01%
13
946
$797 ﹤0.01%
6
947
$796 ﹤0.01%
17
-1
948
$794 ﹤0.01%
10
949
$794 ﹤0.01%
15
+2
950
$792 ﹤0.01%
15
+7
36 37
38
39 40