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
201
$15.9K ﹤0.01%
1,931
+942
202
$15.5K ﹤0.01%
30
203
$15.3K ﹤0.01%
140
+125
204
$15.3K ﹤0.01%
678
205
$15.2K ﹤0.01%
116
-2
206
$15.2K ﹤0.01%
26
207
$14.9K ﹤0.01%
78
-1
208
$14.8K ﹤0.01%
1,379
209
$14.5K ﹤0.01%
154
+6
210
$14.1K ﹤0.01%
227
211
$14.1K ﹤0.01%
112
212
$14.1K ﹤0.01%
116
213
$13.9K ﹤0.01%
235
214
$13.9K ﹤0.01%
40
215
$13.6K ﹤0.01%
7
216
$13.6K ﹤0.01%
50
217
$13.2K ﹤0.01%
64
-3
218
$12.9K ﹤0.01%
434
219
$12.9K ﹤0.01%
56
-1
220
$12.9K ﹤0.01%
26
221
$12.8K ﹤0.01%
124
+84
222
$12.6K ﹤0.01%
3
223
$12.6K ﹤0.01%
27
224
$12.5K ﹤0.01%
607
225
$12.5K ﹤0.01%
191
+158
7 8
9
10 11