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
1326
$157 ﹤0.01%
12
1327
$156 ﹤0.01%
4
-1
1328
$154 ﹤0.01%
3
1329
$152 ﹤0.01%
1
1330
$149 ﹤0.01%
6
1331
$149 ﹤0.01%
6
-1
1332
$147 ﹤0.01%
3
-3
1333
$147 ﹤0.01%
+32
1334
$146 ﹤0.01%
6
1335
$145 ﹤0.01%
4
1336
$142 ﹤0.01%
5
1337
$142 ﹤0.01%
16
-35
1338
$140 ﹤0.01%
2
1339
$137 ﹤0.01%
4
-2
1340
$137 ﹤0.01%
3
1341
$137 ﹤0.01%
22
1342
$134 ﹤0.01%
1
-2
1343
$134 ﹤0.01%
10
1344
$134 ﹤0.01%
5
+1
1345
$132 ﹤0.01%
12
-5
1346
$132 ﹤0.01%
19
1347
$131 ﹤0.01%
4
1348
$131 ﹤0.01%
9
-1
1349
$128 ﹤0.01%
3
-4
1350
$127 ﹤0.01%
5
52 53
54
55 56