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
976
$731 ﹤0.01%
65
-2
977
$728 ﹤0.01%
68
+2
978
$725 ﹤0.01%
80
979
$724 ﹤0.01%
6
980
$722 ﹤0.01%
15
+7
981
$716 ﹤0.01%
3
+1
982
$716 ﹤0.01%
15
983
$712 ﹤0.01%
6
984
$705 ﹤0.01%
14
985
$705 ﹤0.01%
27
+4
986
$704 ﹤0.01%
19
+2
987
$703 ﹤0.01%
61
988
$700 ﹤0.01%
31
-3
989
$694 ﹤0.01%
6
990
$694 ﹤0.01%
10
+3
991
$694 ﹤0.01%
6
992
$693 ﹤0.01%
19
+1
993
$692 ﹤0.01%
6
994
$692 ﹤0.01%
7
995
$691 ﹤0.01%
15
+3
996
$690 ﹤0.01%
19
+1
997
$689 ﹤0.01%
4
998
$689 ﹤0.01%
8
999
$686 ﹤0.01%
14
1000
$686 ﹤0.01%
21
+6
38 39
40
41 42