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
1226
$323 ﹤0.01%
+10
1227
$322 ﹤0.01%
25
+6
1228
$321 ﹤0.01%
19
1229
$318 ﹤0.01%
13
+1
1230
$318 ﹤0.01%
8
1231
$317 ﹤0.01%
6
1232
$316 ﹤0.01%
6
-2
1233
$314 ﹤0.01%
33
1234
$311 ﹤0.01%
22
1235
$308 ﹤0.01%
+2
1236
$307 ﹤0.01%
10
-2
1237
$304 ﹤0.01%
4
1238
$304 ﹤0.01%
7
1239
$302 ﹤0.01%
4
1240
$302 ﹤0.01%
23
-1
1241
$302 ﹤0.01%
7
-1
1242
$300 ﹤0.01%
26
-10
1243
$300 ﹤0.01%
1
1244
$298 ﹤0.01%
4
-2
1245
$295 ﹤0.01%
23
-4
1246
$292 ﹤0.01%
6
1247
$289 ﹤0.01%
44
1248
$288 ﹤0.01%
6
1249
$286 ﹤0.01%
3
-2
1250
$285 ﹤0.01%
5
48 49
50
51 52