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
1251
$285 ﹤0.01%
9
+1
1252
$285 ﹤0.01%
6
1253
$285 ﹤0.01%
3
-4
1254
$282 ﹤0.01%
6
1255
$280 ﹤0.01%
6
1256
$280 ﹤0.01%
8
1257
$278 ﹤0.01%
10
-2
1258
$277 ﹤0.01%
2
1259
$273 ﹤0.01%
8
1260
$271 ﹤0.01%
6
-1
1261
$271 ﹤0.01%
30
1262
$269 ﹤0.01%
6
1263
$267 ﹤0.01%
2
-4
1264
$266 ﹤0.01%
3
-4
1265
$264 ﹤0.01%
6
1266
$264 ﹤0.01%
25
-2
1267
$264 ﹤0.01%
62
-10
1268
$258 ﹤0.01%
35
1269
$258 ﹤0.01%
+1
1270
$252 ﹤0.01%
8
1271
$251 ﹤0.01%
15
+5
1272
$249 ﹤0.01%
10
+2
1273
$246 ﹤0.01%
15
1274
$246 ﹤0.01%
5
+2
1275
$245 ﹤0.01%
4
49 50
51
52 53