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
1176
$391 ﹤0.01%
3
1177
$388 ﹤0.01%
10
+2
1178
$388 ﹤0.01%
5
-1
1179
$387 ﹤0.01%
4
1180
$387 ﹤0.01%
5
1181
$387 ﹤0.01%
12
1182
$385 ﹤0.01%
5
1183
$384 ﹤0.01%
12
+1
1184
$377 ﹤0.01%
6
1185
$376 ﹤0.01%
6
1186
$374 ﹤0.01%
5
+4
1187
$373 ﹤0.01%
3
-2
1188
$373 ﹤0.01%
16
1189
$372 ﹤0.01%
6
1190
$372 ﹤0.01%
8
1191
$371 ﹤0.01%
12
+4
1192
$365 ﹤0.01%
18
+5
1193
$359 ﹤0.01%
5
1194
$358 ﹤0.01%
6
1195
$358 ﹤0.01%
18
1196
$357 ﹤0.01%
13
+6
1197
$356 ﹤0.01%
48
-1
1198
$356 ﹤0.01%
18
-6
1199
$353 ﹤0.01%
19
1200
$349 ﹤0.01%
6
+2
46 47
48
49 50