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
76
$189K 0.02%
1,476
+1,250
77
$181K 0.02%
202
78
$176K 0.02%
717
79
$171K 0.02%
298
+117
80
$168K 0.02%
1,012
-6
81
$166K 0.02%
4,440
82
$164K 0.02%
3,590
83
$163K 0.02%
6,430
+1,585
84
$163K 0.02%
2,880
85
$145K 0.02%
850
+125
86
$141K 0.02%
242
+108
87
$134K 0.02%
3,210
+45
88
$130K 0.02%
1,109
+868
89
$129K 0.02%
+715
90
$127K 0.02%
326
+299
91
$124K 0.02%
763
+414
92
$120K 0.01%
3,030
+9
93
$118K 0.01%
425
+1
94
$116K 0.01%
629
+1
95
$116K 0.01%
1,023
-14
96
$113K 0.01%
695
+13
97
$112K 0.01%
648
+242
98
$110K 0.01%
6,913
+6,849
99
$103K 0.01%
1,139
+1
100
$101K 0.01%
2,933
+6
2 3
4
5 6