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
1201
$349 ﹤0.01%
6
-1
1202
$348 ﹤0.01%
8
1203
$348 ﹤0.01%
6
1204
$345 ﹤0.01%
11
-9
1205
$343 ﹤0.01%
14
-6
1206
$341 ﹤0.01%
11
-5
1207
$341 ﹤0.01%
6
1208
$340 ﹤0.01%
7
-1
1209
$340 ﹤0.01%
26
1210
$339 ﹤0.01%
4
-5
1211
$338 ﹤0.01%
13
1212
$338 ﹤0.01%
6
-4
1213
$335 ﹤0.01%
1
1214
$335 ﹤0.01%
11
-3
1215
$334 ﹤0.01%
9
+3
1216
$331 ﹤0.01%
11
1217
$331 ﹤0.01%
10
+1
1218
$329 ﹤0.01%
6
1219
$328 ﹤0.01%
3
-2
1220
$328 ﹤0.01%
13
1221
$326 ﹤0.01%
6
1222
$325 ﹤0.01%
5
1223
$325 ﹤0.01%
2
1224
$325 ﹤0.01%
10
+1
1225
$323 ﹤0.01%
29
+16
47 48
49
50 51