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
1401
$50 ﹤0.01%
4
1402
$49 ﹤0.01%
2
1403
$44 ﹤0.01%
1
-5
1404
$44 ﹤0.01%
2
-10
1405
$44 ﹤0.01%
3
-3
1406
$43 ﹤0.01%
+2
1407
$43 ﹤0.01%
6
1408
$42 ﹤0.01%
1
-4
1409
$42 ﹤0.01%
11
1410
$41 ﹤0.01%
1
1411
$41 ﹤0.01%
2
1412
$40 ﹤0.01%
6
-8
1413
$39 ﹤0.01%
6
1414
$37 ﹤0.01%
2
-7
1415
$36 ﹤0.01%
3
-3
1416
$35 ﹤0.01%
5
-1
1417
$33 ﹤0.01%
4
-4
1418
$26 ﹤0.01%
1
-4
1419
$24 ﹤0.01%
1
1420
$23 ﹤0.01%
2
-7
1421
$21 ﹤0.01%
2
-3
1422
$21 ﹤0.01%
2
1423
$21 ﹤0.01%
2
1424
$19 ﹤0.01%
1
-4
1425
$18 ﹤0.01%
3
55 56
57
58 59