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
1426
$18 ﹤0.01%
1
1427
$17 ﹤0.01%
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1428
$16 ﹤0.01%
1
-12
1429
$15 ﹤0.01%
1
-3
1430
$13 ﹤0.01%
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1431
$11 ﹤0.01%
1
-1
1432
$10 ﹤0.01%
1
-7
1433
$8 ﹤0.01%
1
-6
1434
$7 ﹤0.01%
3
-3
1435
$7 ﹤0.01%
1
-5
1436
$4 ﹤0.01%
1
1437
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1438
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1439
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1440
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-66
1441
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1443
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-38
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1449
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1450
– –
-24
56 57
58
59 60