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
1051
$592 ﹤0.01%
6
1052
$591 ﹤0.01%
28
-5
1053
$586 ﹤0.01%
23
+1
1054
$582 ﹤0.01%
27
1055
$581 ﹤0.01%
4
1056
$579 ﹤0.01%
25
1057
$578 ﹤0.01%
22
-2
1058
$576 ﹤0.01%
6
1059
$575 ﹤0.01%
12
1060
$574 ﹤0.01%
17
1061
$571 ﹤0.01%
6
1062
$569 ﹤0.01%
6
+1
1063
$566 ﹤0.01%
5
1064
$566 ﹤0.01%
14
+4
1065
$564 ﹤0.01%
6
1066
$564 ﹤0.01%
7
1067
$564 ﹤0.01%
100
1068
$563 ﹤0.01%
7
-2
1069
$560 ﹤0.01%
20
+1
1070
$559 ﹤0.01%
13
1071
$559 ﹤0.01%
13
+2
1072
$557 ﹤0.01%
94
1073
$556 ﹤0.01%
6
1074
$553 ﹤0.01%
31
+4
1075
$552 ﹤0.01%
12
-1
41 42
43
44 45