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
1076
$551 ﹤0.01%
6
1077
$549 ﹤0.01%
6
1078
$549 ﹤0.01%
46
-9
1079
$548 ﹤0.01%
18
-1
1080
$548 ﹤0.01%
7
1081
$547 ﹤0.01%
82
1082
$547 ﹤0.01%
10
1083
$546 ﹤0.01%
12
1084
$544 ﹤0.01%
27
-1
1085
$541 ﹤0.01%
14
1086
$539 ﹤0.01%
+50
1087
$536 ﹤0.01%
7
-4
1088
$535 ﹤0.01%
100
1089
$534 ﹤0.01%
6
1090
$534 ﹤0.01%
26
+1
1091
$532 ﹤0.01%
6
1092
$531 ﹤0.01%
10
-3
1093
$528 ﹤0.01%
14
1094
$528 ﹤0.01%
6
1095
$526 ﹤0.01%
13
+6
1096
$524 ﹤0.01%
11
+4
1097
$524 ﹤0.01%
7
+2
1098
$523 ﹤0.01%
9
+3
1099
$523 ﹤0.01%
15
1100
$520 ﹤0.01%
26
+4
42 43
44
45 46