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
1301
$193 ﹤0.01%
3
1302
$192 ﹤0.01%
3
-2
1303
$190 ﹤0.01%
6
1304
$187 ﹤0.01%
12
+10
1305
$186 ﹤0.01%
6
1306
$185 ﹤0.01%
2
1307
$185 ﹤0.01%
11
+3
1308
$185 ﹤0.01%
4
1309
$183 ﹤0.01%
5
1310
$183 ﹤0.01%
8
-2
1311
$177 ﹤0.01%
5
1312
$176 ﹤0.01%
2
-5
1313
$176 ﹤0.01%
3
-1
1314
$176 ﹤0.01%
+4
1315
$173 ﹤0.01%
1
-1
1316
$171 ﹤0.01%
6
1317
$168 ﹤0.01%
6
1318
$167 ﹤0.01%
4
1319
$167 ﹤0.01%
+2
1320
$164 ﹤0.01%
2
1321
$163 ﹤0.01%
11
+5
1322
$162 ﹤0.01%
7
-6
1323
$160 ﹤0.01%
4
-2
1324
$160 ﹤0.01%
2
1325
$157 ﹤0.01%
5
-8
51 52
53
54 55