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
1276
$243 ﹤0.01%
8
-25
1277
$242 ﹤0.01%
+6
1278
$241 ﹤0.01%
5
-1
1279
$239 ﹤0.01%
14
1280
$233 ﹤0.01%
6
1281
$233 ﹤0.01%
1
1282
$232 ﹤0.01%
6
+3
1283
$227 ﹤0.01%
5
1284
$224 ﹤0.01%
2
-1
1285
$222 ﹤0.01%
6
1286
$221 ﹤0.01%
3
-2
1287
$218 ﹤0.01%
10
1288
$218 ﹤0.01%
2
+1
1289
$217 ﹤0.01%
44
+24
1290
$215 ﹤0.01%
6
1291
$211 ﹤0.01%
6
-3
1292
$210 ﹤0.01%
2
-1
1293
$205 ﹤0.01%
25
+9
1294
$203 ﹤0.01%
8
-3
1295
$200 ﹤0.01%
13
1296
$200 ﹤0.01%
5
+2
1297
$197 ﹤0.01%
3
1298
$197 ﹤0.01%
22
1299
$196 ﹤0.01%
4
1300
$195 ﹤0.01%
5
-5
50 51
52
53 54