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
1126
$460 ﹤0.01%
6
1127
$460 ﹤0.01%
250
1128
$460 ﹤0.01%
4
-3
1129
$457 ﹤0.01%
13
1130
$454 ﹤0.01%
+9
1131
$454 ﹤0.01%
13
1132
$453 ﹤0.01%
18
1133
$453 ﹤0.01%
13
1134
$449 ﹤0.01%
7
+1
1135
$447 ﹤0.01%
12
+1
1136
$447 ﹤0.01%
+3
1137
$445 ﹤0.01%
8
1138
$444 ﹤0.01%
1
-4
1139
$439 ﹤0.01%
12
1140
$437 ﹤0.01%
15
1141
$436 ﹤0.01%
12
1142
$436 ﹤0.01%
12
+3
1143
$435 ﹤0.01%
9
-2
1144
$434 ﹤0.01%
5
1145
$430 ﹤0.01%
6
1146
$430 ﹤0.01%
5
1147
$428 ﹤0.01%
19
-4
1148
$425 ﹤0.01%
29
+2
1149
$425 ﹤0.01%
5
1150
$423 ﹤0.01%
10
+2
44 45
46
47 48