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
1351
$127 ﹤0.01%
7
1352
$121 ﹤0.01%
30
1353
$120 ﹤0.01%
3
-2
1354
$118 ﹤0.01%
3
1355
$117 ﹤0.01%
5
-1
1356
$115 ﹤0.01%
8
1357
$113 ﹤0.01%
3
1358
$113 ﹤0.01%
+4
1359
$112 ﹤0.01%
16
1360
$108 ﹤0.01%
3
1361
$107 ﹤0.01%
6
1362
$106 ﹤0.01%
6
-2
1363
$104 ﹤0.01%
6
1364
$103 ﹤0.01%
1
-1
1365
$102 ﹤0.01%
6
1366
$102 ﹤0.01%
3
-1
1367
$102 ﹤0.01%
13
1368
$101 ﹤0.01%
25
-4
1369
$100 ﹤0.01%
+5
1370
$97 ﹤0.01%
+1
1371
$96 ﹤0.01%
7
-8
1372
$96 ﹤0.01%
2
-3
1373
$95 ﹤0.01%
3
1374
$91 ﹤0.01%
+1
1375
$91 ﹤0.01%
6
53 54
55
56 57