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
1001
$682 ﹤0.01%
6
1002
$680 ﹤0.01%
6
1003
$679 ﹤0.01%
6
1004
$674 ﹤0.01%
11
-1
1005
$672 ﹤0.01%
14
+1
1006
$667 ﹤0.01%
17
+2
1007
$667 ﹤0.01%
11
1008
$667 ﹤0.01%
49
+14
1009
$660 ﹤0.01%
4
-2
1010
$659 ﹤0.01%
+6
1011
$654 ﹤0.01%
16
1012
$654 ﹤0.01%
27
-3
1013
$652 ﹤0.01%
5
1014
$651 ﹤0.01%
6
1015
$650 ﹤0.01%
37
1016
$643 ﹤0.01%
13
1017
$643 ﹤0.01%
5
-2
1018
$642 ﹤0.01%
9
-1
1019
$641 ﹤0.01%
10
+4
1020
$641 ﹤0.01%
6
1021
$634 ﹤0.01%
7
1022
$634 ﹤0.01%
10
-1
1023
$632 ﹤0.01%
6
1024
$632 ﹤0.01%
6
1025
$630 ﹤0.01%
15
+5
39 40
41
42 43