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
1151
$420 ﹤0.01%
15
1152
$420 ﹤0.01%
6
1153
$419 ﹤0.01%
6
-1
1154
$419 ﹤0.01%
4
1155
$418 ﹤0.01%
7
+2
1156
$415 ﹤0.01%
82
1157
$415 ﹤0.01%
10
+1
1158
$415 ﹤0.01%
19
+1
1159
$414 ﹤0.01%
7
1160
$414 ﹤0.01%
13
1161
$413 ﹤0.01%
4
1162
$413 ﹤0.01%
8
-1
1163
$412 ﹤0.01%
6
1164
$411 ﹤0.01%
3
1165
$411 ﹤0.01%
10
-3
1166
$409 ﹤0.01%
7
1167
$409 ﹤0.01%
5
1168
$405 ﹤0.01%
59
1169
$405 ﹤0.01%
6
1170
$404 ﹤0.01%
6
1171
$404 ﹤0.01%
6
1172
$404 ﹤0.01%
7
1173
$402 ﹤0.01%
48
+21
1174
$400 ﹤0.01%
2
-1
1175
$399 ﹤0.01%
13
45 46
47
48 49