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
951
$791 ﹤0.01%
58
+10
952
$783 ﹤0.01%
9
953
$782 ﹤0.01%
15
+2
954
$782 ﹤0.01%
10
955
$780 ﹤0.01%
6
956
$776 ﹤0.01%
30
+9
957
$776 ﹤0.01%
8
-1
958
$776 ﹤0.01%
14
+5
959
$775 ﹤0.01%
10
-2
960
$774 ﹤0.01%
6
961
$770 ﹤0.01%
19
+3
962
$770 ﹤0.01%
10
+4
963
$762 ﹤0.01%
+6
964
$761 ﹤0.01%
6
-3
965
$756 ﹤0.01%
12
966
$751 ﹤0.01%
30
+2
967
$751 ﹤0.01%
27
+3
968
$745 ﹤0.01%
13
-1
969
$739 ﹤0.01%
32
970
$739 ﹤0.01%
37
+17
971
$737 ﹤0.01%
7
972
$736 ﹤0.01%
20
973
$736 ﹤0.01%
32
-1
974
$733 ﹤0.01%
2
-4
975
$732 ﹤0.01%
24
37 38
39
40 41