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
1101
$517 ﹤0.01%
11
+5
1102
$515 ﹤0.01%
9
+2
1103
$513 ﹤0.01%
21
+1
1104
$513 ﹤0.01%
33
-6
1105
$512 ﹤0.01%
6
-2
1106
$511 ﹤0.01%
6
1107
$506 ﹤0.01%
3
+1
1108
$504 ﹤0.01%
3
+1
1109
$501 ﹤0.01%
3
+2
1110
$500 ﹤0.01%
6
1111
$500 ﹤0.01%
6
-1
1112
$500 ﹤0.01%
4
-1
1113
$499 ﹤0.01%
30
1114
$497 ﹤0.01%
4
+2
1115
$497 ﹤0.01%
26
-2
1116
$496 ﹤0.01%
23
1117
$492 ﹤0.01%
26
-2
1118
$490 ﹤0.01%
7
+4
1119
$480 ﹤0.01%
13
1120
$476 ﹤0.01%
6
+2
1121
$470 ﹤0.01%
26
+4
1122
$465 ﹤0.01%
6
1123
$464 ﹤0.01%
6
-1
1124
$461 ﹤0.01%
13
+3
1125
$461 ﹤0.01%
10
43 44
45
46 47