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
151
$31K ﹤0.01%
222
+201
152
$31K ﹤0.01%
110
153
$30.6K ﹤0.01%
871
+797
154
$30.3K ﹤0.01%
+468
155
$29.8K ﹤0.01%
168
+121
156
$29.2K ﹤0.01%
396
+103
157
$29K ﹤0.01%
301
+19
158
$28.3K ﹤0.01%
80
159
$28.2K ﹤0.01%
+50
160
$27.9K ﹤0.01%
1,198
+17
161
$27.9K ﹤0.01%
45
-1
162
$27.5K ﹤0.01%
31
-1
163
$27.4K ﹤0.01%
405
164
$27.2K ﹤0.01%
58
-1
165
$26.7K ﹤0.01%
132
-6
166
$26.6K ﹤0.01%
28
167
$26.5K ﹤0.01%
+1,000
168
$26.5K ﹤0.01%
99
169
$26.4K ﹤0.01%
188
+157
170
$26.2K ﹤0.01%
1,337
171
$25.6K ﹤0.01%
33
-1
172
$25.5K ﹤0.01%
61
+1
173
$25.2K ﹤0.01%
+600
174
$24.3K ﹤0.01%
228
175
$23.5K ﹤0.01%
882
+773
5 6
7
8 9