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
1026
$628 ﹤0.01%
18
+1
1027
$628 ﹤0.01%
22
+3
1028
$626 ﹤0.01%
7
1029
$626 ﹤0.01%
20
1030
$624 ﹤0.01%
13
1031
$620 ﹤0.01%
14
+2
1032
$619 ﹤0.01%
8
1033
$618 ﹤0.01%
11
1034
$617 ﹤0.01%
34
1035
$616 ﹤0.01%
67
-1
1036
$616 ﹤0.01%
19
-51,107
1037
$614 ﹤0.01%
8
1038
$612 ﹤0.01%
12
+1
1039
$611 ﹤0.01%
86
+36
1040
$610 ﹤0.01%
10
1041
$609 ﹤0.01%
39
+10
1042
$608 ﹤0.01%
28
1043
$608 ﹤0.01%
12
-2
1044
$601 ﹤0.01%
1
-2
1045
$599 ﹤0.01%
6
-6
1046
$597 ﹤0.01%
6
1047
$596 ﹤0.01%
6
1048
$596 ﹤0.01%
8
+2
1049
$595 ﹤0.01%
16
-6
1050
$595 ﹤0.01%
21
-1
40 41
42
43 44