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
1376
$89 ﹤0.01%
+2
1377
$88 ﹤0.01%
4
1378
$86 ﹤0.01%
8
1379
$83 ﹤0.01%
5
-2
1380
$76 ﹤0.01%
+28
1381
$75 ﹤0.01%
2
1382
$75 ﹤0.01%
5
-2
1383
$73 ﹤0.01%
8
-6
1384
$72 ﹤0.01%
8
-56
1385
$72 ﹤0.01%
1
1386
$72 ﹤0.01%
1
-2
1387
$71 ﹤0.01%
4
-8
1388
$68 ﹤0.01%
4
-1
1389
$68 ﹤0.01%
7
1390
$68 ﹤0.01%
6
-1
1391
$64 ﹤0.01%
17
-34
1392
$63 ﹤0.01%
1
-7
1393
$63 ﹤0.01%
4
1394
$62 ﹤0.01%
1
-5
1395
$60 ﹤0.01%
2
-4
1396
$59 ﹤0.01%
+1
1397
$57 ﹤0.01%
2
1398
$56 ﹤0.01%
1
-2
1399
$55 ﹤0.01%
5
-2
1400
$54 ﹤0.01%
1
-4
54 55
56
57 58