DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$919M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$5.99M
3
+$4.6M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.44M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$3.43M

Top Sells

1
+$3.39M
2
+$3.21M
3
+$2.52M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.04M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.04M

Sector Composition

1 Technology 1.2%
2 Financials 0.66%
3 Consumer Discretionary 0.43%
4 Industrials 0.25%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YUMC icon
276
Yum China
YUMC
$18.6B
$9.55K ﹤0.01%
200
IBIT icon
277
iShares Bitcoin Trust
IBIT
$55.5B
$9.53K ﹤0.01%
192
APD icon
278
Air Products & Chemicals
APD
$64.1B
$9.39K ﹤0.01%
38
-2
TMUS icon
279
T-Mobile US
TMUS
$240B
$9.34K ﹤0.01%
46
-1
FIX icon
280
Comfort Systems
FIX
$48B
$9.33K ﹤0.01%
10
TDG icon
281
TransDigm Group
TDG
$68.6B
$9.31K ﹤0.01%
7
CCL icon
282
Carnival Corp
CCL
$33.2B
$9.13K ﹤0.01%
299
-109
NOC icon
283
Northrop Grumman
NOC
$104B
$9.12K ﹤0.01%
16
+3
SRE icon
284
Sempra
SRE
$62.1B
$9.01K ﹤0.01%
102
SCHF icon
285
Schwab International Equity ETF
SCHF
$57.4B
$8.99K ﹤0.01%
374
NATL icon
286
NCR Atleos
NATL
$3.25B
$8.96K ﹤0.01%
235
-4
KR icon
287
Kroger
KR
$46.4B
$8.94K ﹤0.01%
143
BSCS icon
288
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.39B
$8.92K ﹤0.01%
433
EXC icon
289
Exelon
EXC
$51B
$8.89K ﹤0.01%
204
SPGI icon
290
S&P Global
SPGI
$126B
$8.88K ﹤0.01%
17
MSA icon
291
Mine Safety
MSA
$6.87B
$8.81K ﹤0.01%
55
WDC icon
292
Western Digital
WDC
$92.3B
$8.79K ﹤0.01%
51
+6
UBER icon
293
Uber
UBER
$151B
$8.74K ﹤0.01%
107
+30
VTIP icon
294
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$8.65K ﹤0.01%
+175
BBY icon
295
Best Buy
BBY
$13.1B
$8.62K ﹤0.01%
129
+4
PIPR icon
296
Piper Sandler
PIPR
$5.03B
$8.49K ﹤0.01%
25
ORLY icon
297
O'Reilly Automotive
ORLY
$76.8B
$8.48K ﹤0.01%
93
COPX icon
298
Global X Copper Miners ETF NEW
COPX
$6.9B
$8.4K ﹤0.01%
117
+40
TXN icon
299
Texas Instruments
TXN
$174B
$8.33K ﹤0.01%
48
-4
SCHW icon
300
Charles Schwab
SCHW
$163B
$8.29K ﹤0.01%
83
+5
10 11
12
13 14