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
176
$23.5K ﹤0.01%
876
177
$23.5K ﹤0.01%
92
+2
178
$23K ﹤0.01%
84
+44
179
$21.3K ﹤0.01%
66
+1
180
$20.9K ﹤0.01%
172
+2
181
$20.4K ﹤0.01%
+187
182
$19.8K ﹤0.01%
316
183
$19.8K ﹤0.01%
100
184
$19.3K ﹤0.01%
+1,000
185
$19.2K ﹤0.01%
248
+7
186
$18.6K ﹤0.01%
735
-542
187
$18.4K ﹤0.01%
26
188
$18.4K ﹤0.01%
120
-1
189
$18.1K ﹤0.01%
378
-50
190
$18K ﹤0.01%
62
191
$17.5K ﹤0.01%
161
+152
192
$17.5K ﹤0.01%
528
+6
193
$17.2K ﹤0.01%
+299
194
$17.2K ﹤0.01%
36
-1
195
$16.6K ﹤0.01%
109
196
$16.4K ﹤0.01%
+550
197
$16.4K ﹤0.01%
130
198
$16.4K ﹤0.01%
+1,297
199
$16.3K ﹤0.01%
200
200
$16.2K ﹤0.01%
142
+1
6 7
8
9 10