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
126
$53.6K 0.01%
137
-5
127
$53.3K 0.01%
403
128
$53.1K 0.01%
475
-1
129
$52.8K 0.01%
2,250
-120
130
$50.9K 0.01%
+425
131
$48.2K 0.01%
1,852
132
$47.7K 0.01%
3,250
133
$43.5K 0.01%
2,135
134
$42.4K 0.01%
131
-1
135
$41.1K 0.01%
1,145
136
$41K 0.01%
393
+312
137
$40.3K 0.01%
561
-2
138
$40.2K 0.01%
958
+876
139
$39K ﹤0.01%
851
140
$38.4K ﹤0.01%
116
-2
141
$38.1K ﹤0.01%
1,316
-5
142
$37.1K ﹤0.01%
310
+3
143
$36.3K ﹤0.01%
682
-5
144
$35.7K ﹤0.01%
444
-4
145
$34.7K ﹤0.01%
137
+73
146
$32.6K ﹤0.01%
+800
147
$32.3K ﹤0.01%
227
+202
148
$32K ﹤0.01%
1,100
+1,000
149
$31.8K ﹤0.01%
132
+4
150
$31.7K ﹤0.01%
120
-25
4 5
6
7 8