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
101
$100K 0.01%
917
+4
102
$99.8K 0.01%
1,955
+1
103
$98.9K 0.01%
1,873
104
$98.8K 0.01%
500
+241
105
$96.8K 0.01%
579
+5
106
$96.4K 0.01%
1,235
107
$94.4K 0.01%
780
+761
108
$93.3K 0.01%
541
-39
109
$93.1K 0.01%
308
+300
110
$91.2K 0.01%
780
111
$87.4K 0.01%
419
+400
112
$87.2K 0.01%
317
113
$84.8K 0.01%
402
+4
114
$83.7K 0.01%
568
+3
115
$79K 0.01%
152
-2
116
$77.7K 0.01%
1,000
117
$73.3K 0.01%
125
118
$72.5K 0.01%
+1,826
119
$71.3K 0.01%
425
120
$70.3K 0.01%
373
-3
121
$63.1K 0.01%
235
+222
122
$62.1K 0.01%
275
123
$60.6K 0.01%
249
124
$56.1K 0.01%
176
+170
125
$55.1K 0.01%
324
+88
3 4
5
6 7